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 | $265,743 | $102,317+159.7% | $146,958+80.8% | $80,856+228.7% |
| Participation rate | 96.4% | 75.8%+20.6pp | 82.2%+14.3pp | 67.6%+28.8pp |
| Annual return | 12.72% | 134.76%-122.0pp | 418.34%-405.6pp | 35.59%-22.9pp |
| Employer contribution / active EE | $2,385 | $3,713-35.8% | $4,933-51.7% | $2,755-13.4% |
| Participant deferral / active EE | $8,572 | $6,644+29.0% | $8,070+6.2% | $4,296+99.5% |
| Admin fee / account holder | $64,064 | $7,941+706.7% | $12,998+392.9% | $6,918+826.0% |