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 | $294,358 | $63,346+364.7% | $92,233+219.1% | $70,131+319.7% |
| Participation rate | 89.6% | 68.7%+20.9pp | 76.5%+13.1pp | 69.5%+20.0pp |
| Annual return | 16.31% | 530.12%-513.8pp | 176.28%-160.0pp | 73.14%-56.8pp |
| Employer contribution / active EE | $3,955 | $2,471+60.0% | $3,679+7.5% | $2,342+68.8% |
| Participant deferral / active EE | $10,057 | $2,854+252.4% | $3,897+158.1% | $3,332+201.8% |
| Admin fee / account holder | $1,304 | $3,840-66.1% | $5,194-74.9% | $4,645-71.9% |