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 | $272,254 | $98,750+175.7% | $149,696+81.9% | $79,858+240.9% |
| Participation rate | 92.1% | 75.8%+16.3pp | 82.5%+9.6pp | 69.6%+22.5pp |
| Annual return | 13.88% | 27.43%-13.5pp | 276.60%-262.7pp | 31.71%-17.8pp |
| Employer contribution / active EE | $6,988 | $3,216+117.2% | $4,644+50.5% | $2,471+182.8% |
| Participant deferral / active EE | $10,094 | $5,680+77.7% | $6,842+47.5% | $3,740+169.9% |
| Admin fee / account holder | $2,304 | $6,053-61.9% | $9,309-75.2% | $5,306-56.6% |