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 | $293,305 | $102,317+186.7% | $146,958+99.6% | $80,856+262.7% |
| Participation rate | 93.5% | 75.8%+17.7pp | 82.2%+11.4pp | 67.6%+25.9pp |
| Annual return | 16.19% | 134.76%-118.6pp | 418.34%-402.1pp | 35.59%-19.4pp |
| Employer contribution / active EE | $4,672 | $3,713+25.8% | $4,933-5.3% | $2,755+69.6% |
| Participant deferral / active EE | $10,556 | $6,644+58.9% | $8,070+30.8% | $4,296+145.7% |
| Admin fee / account holder | $56,075 | $7,941+606.1% | $12,998+331.4% | $6,918+710.6% |