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 | $352,931 | $91,190+287.0% | $178,490+97.7% | $79,858+341.9% |
| Participation rate | 85.3% | 69.2%+16.1pp | 81.9%+3.4pp | 69.6%+15.7pp |
| Annual return | 13.17% | 24.19%-11.0pp | 151.07%-137.9pp | 31.71%-18.5pp |
| Employer contribution / active EE | $21,807 | $3,256+569.8% | $5,011+335.2% | $2,471+782.6% |
| Participant deferral / active EE | $12,734 | $3,236+293.5% | $5,202+144.8% | $3,740+240.5% |
| Admin fee / account holder | $47,177 | $6,751+598.8% | $13,984+237.4% | $5,306+789.1% |