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 | $285,287 | $98,750+188.9% | $149,696+90.6% | $79,858+257.2% |
| Participation rate | 92.0% | 75.8%+16.2pp | 82.5%+9.5pp | 69.6%+22.4pp |
| Annual return | 13.53% | 27.43%-13.9pp | 276.60%-263.1pp | 31.71%-18.2pp |
| Employer contribution / active EE | $1,829 | $3,216-43.1% | $4,644-60.6% | $2,471-26.0% |
| Participant deferral / active EE | $12,444 | $5,680+119.1% | $6,842+81.9% | $3,740+232.7% |
| Admin fee / account holder | $13,583 | $6,053+124.4% | $9,309+45.9% | $5,306+156.0% |