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 | $538,908 | $91,190+491.0% | $178,490+201.9% | $79,858+574.8% |
| Participation rate | 96.9% | 69.2%+27.7pp | 81.9%+15.0pp | 69.6%+27.3pp |
| Annual return | 17.23% | 24.19%-7.0pp | 151.07%-133.8pp | 31.71%-14.5pp |
| Employer contribution / active EE | $13,034 | $3,256+300.3% | $5,011+160.1% | $2,471+427.5% |
| Participant deferral / active EE | $12,811 | $3,236+295.9% | $5,202+146.3% | $3,740+242.5% |
| Admin fee / account holder | $5,661 | $6,751-16.1% | $13,984-59.5% | $5,306+6.7% |