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 | $283,231 | $63,346+347.1% | $92,233+207.1% | $70,131+303.9% |
| Participation rate | 98.1% | 68.7%+29.5pp | 76.5%+21.7pp | 69.5%+28.6pp |
| Annual return | 19.09% | 530.12%-511.0pp | 176.28%-157.2pp | 73.14%-54.1pp |
| Employer contribution / active EE | $10,265 | $2,471+315.4% | $3,679+179.0% | $2,342+338.2% |
| Participant deferral / active EE | $4,430 | $2,854+55.2% | $3,897+13.7% | $3,332+33.0% |
| Admin fee / account holder | $676 | $3,840-82.4% | $5,194-87.0% | $4,645-85.4% |