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 | $304,784 | $98,750+208.6% | $149,696+103.6% | $79,858+281.7% |
| Participation rate | 96.8% | 75.8%+21.0pp | 82.5%+14.3pp | 69.6%+27.1pp |
| Annual return | 13.75% | 27.43%-13.7pp | 276.60%-262.8pp | 31.71%-18.0pp |
| Employer contribution / active EE | $5,555 | $3,216+72.7% | $4,644+19.6% | $2,471+124.8% |
| Participant deferral / active EE | $8,183 | $5,680+44.1% | $6,842+19.6% | $3,740+118.8% |
| Admin fee / account holder | $2,299 | $6,053-62.0% | $9,309-75.3% | $5,306-56.7% |