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 | $378,999 | $102,317+270.4% | $146,958+157.9% | $80,856+368.7% |
| Participation rate | 82.1% | 75.8%+6.3pp | 82.2%0pp | 67.6%+14.5pp |
| Annual return | 17.31% | 134.76%-117.4pp | 418.34%-401.0pp | 35.59%-18.3pp |
| Employer contribution / active EE | $2,810 | $3,713-24.3% | $4,933-43.0% | $2,755+2.0% |
| Participant deferral / active EE | $10,135 | $6,644+52.5% | $8,070+25.6% | $4,296+135.9% |
| Admin fee / account holder | $6,875 | $7,941-13.4% | $12,998-47.1% | $6,918-0.6% |