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 | $280,534 | $91,538+206.5% | $129,995+115.8% | $75,163+273.2% |
| Participation rate | 79.2% | 71.4%+7.8pp | 78.5%+0.7pp | 67.2%+12.0pp |
| Annual return | 24.82% | -631.11%+655.9pp | -137.18%+162.0pp | 160.62%-135.8pp |
| Employer contribution / active EE | $5,782 | $2,845+103.2% | $4,320+33.8% | $2,670+116.6% |
| Participant deferral / active EE | $9,646 | $4,341+122.2% | $5,820+65.7% | $4,125+133.8% |
| Admin fee / account holder | $55,225 | $6,790+713.3% | $10,614+420.3% | $5,651+877.3% |