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 | $339,935 | $91,538+271.4% | $129,995+161.5% | $75,163+352.3% |
| Participation rate | 74.4% | 71.4%+2.9pp | 78.5%-4.1pp | 67.2%+7.2pp |
| Annual return | 18.95% | -631.11%+650.1pp | -137.18%+156.1pp | 160.62%-141.7pp |
| Employer contribution / active EE | $3,227 | $2,845+13.4% | $4,320-25.3% | $2,670+20.9% |
| Participant deferral / active EE | $6,445 | $4,341+48.5% | $5,820+10.7% | $4,125+56.2% |
| Admin fee / account holder | $24,148 | $6,790+255.6% | $10,614+127.5% | $5,651+327.3% |