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 | $393,942 | $91,190+332.0% | $178,490+120.7% | $79,858+393.3% |
| Participation rate | 83.3% | 69.2%+14.1pp | 81.9%+1.4pp | 69.6%+13.7pp |
| Annual return | 16.28% | 24.19%-7.9pp | 151.07%-134.8pp | 31.71%-15.4pp |
| Employer contribution / active EE | $5,908 | $3,256+81.5% | $5,011+17.9% | $2,471+139.1% |
| Participant deferral / active EE | $4,698 | $3,236+45.2% | $5,202-9.7% | $3,740+25.6% |
| Admin fee / account holder | $22,870 | $6,751+238.8% | $13,984+63.5% | $5,306+331.0% |