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 | $433,209 | $99,652+334.7% | $78,778+449.9% | $147,584+193.5% |
| Participation rate | 83.3% | 76.2%+7.1pp | 69.2%+14.1pp | 82.8%+0.5pp |
| Annual return | 13.84% | 47.28%-33.4pp | 35.62%-21.8pp | 578.55%-564.7pp |
| Employer contribution / active EE | $8,273 | $2,796+195.9% | $1,986+316.6% | $4,876+69.7% |
| Participant deferral / active EE | $6,970 | $3,664+90.2% | $2,958+135.6% | $5,439+28.1% |
| Admin fee / account holder | $2,902 | $7,155-59.4% | $5,134-43.5% | $10,885-73.3% |