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 | $605,374 | $107,934+460.9% | $91,989+558.1% | $152,861+296.0% |
| Participation rate | 92.3% | 81.2%+11.1pp | 78.6%+13.7pp | 82.4%+9.9pp |
| Annual return | 29.77% | 89.24%-59.5pp | 69.02%-39.3pp | 345.32%-315.5pp |
| Employer contribution / active EE | $6,732 | $4,210+59.9% | $3,452+95.0% | $4,762+41.4% |
| Participant deferral / active EE | $0 | $6,364-100.0% | $5,923-100.0% | $5,850-100.0% |
| Admin fee / account holder | $3,701 | $10,520-64.8% | $7,743-52.2% | $11,596-68.1% |