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 | $305,672 | $102,317+198.7% | $146,958+108.0% | $80,856+278.0% |
| Participation rate | 81.8% | 75.8%+6.0pp | 82.2%-0.3pp | 67.6%+14.2pp |
| Annual return | 19.74% | 134.76%-115.0pp | 418.34%-398.6pp | 35.59%-15.9pp |
| Employer contribution / active EE | $10,230 | $3,713+175.5% | $4,933+107.4% | $2,755+271.4% |
| Participant deferral / active EE | $12,690 | $6,644+91.0% | $8,070+57.3% | $4,296+195.4% |
| Admin fee / account holder | $371 | $7,941-95.3% | $12,998-97.1% | $6,918-94.6% |