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 | $323,324 | $179,726+79.9% | $156,263+106.9% | $142,382+127.1% |
| Participation rate | 93.8% | 82.1%+11.7pp | 78.9%+14.8pp | 80.1%+13.6pp |
| Annual return | 13.96% | 77.86%-63.9pp | 59.47%-45.5pp | 217.08%-203.1pp |
| Employer contribution / active EE | $22,584 | $5,069+345.5% | $4,333+421.2% | $4,299+425.3% |
| Participant deferral / active EE | $0 | $6,956-100.0% | $6,158-100.0% | $6,507-100.0% |
| Admin fee / account holder | $29,306 | $17,272+69.7% | $14,255+105.6% | $12,624+132.2% |