See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $250,603 | $118,849+110.9% | $96,562+159.5% | $167,490+49.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 13.86% | 50.49%-36.6pp | 37.78%-23.9pp | 478.56%-464.7pp |
| Employer contribution / active EE | $3,123 | $3,120+0.1% | $2,356+32.5% | $4,837-35.4% |
| Participant deferral / active EE | $4,947 | $4,616+7.2% | $3,849+28.5% | $6,341-22.0% |
| Admin fee / account holder | $16,847 | $8,065+108.9% | $6,181+172.6% | $12,309+36.9% |