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 | $326,650 | $53,516+510.4% | $126,539+158.1% | $84,808+285.2% |
| Participation rate | 92.3% | 58.2%+34.1pp | 69.8%+22.5pp | 68.3%+24.0pp |
| Annual return | 16.63% | 58.34%-41.7pp | 425.95%-409.3pp | 40.90%-24.3pp |
| Employer contribution / active EE | $6,439 | $1,535+319.6% | $3,674+75.3% | $2,631+144.7% |
| Participant deferral / active EE | $16,941 | $2,671+534.3% | $4,083+315.0% | $4,212+302.2% |
| Admin fee / account holder | $2,382 | $4,497-47.0% | $6,065-60.7% | $7,344-67.6% |