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 | $551,646 | $118,427+365.8% | $66,042+735.3% | $142,382+287.4% |
| Participation rate | 83.3% | 68.1%+15.2pp | 67.5%+15.8pp | 80.1%+3.2pp |
| Annual return | 17.09% | 35.57%-18.5pp | 52.11%-35.0pp | 217.08%-200.0pp |
| Employer contribution / active EE | $5,629 | $2,570+119.0% | $1,579+256.4% | $4,299+30.9% |
| Participant deferral / active EE | $21,211 | $4,311+392.0% | $2,835+648.0% | $6,507+226.0% |
| Admin fee / account holder | $645 | $9,593-93.3% | $5,747-88.8% | $12,624-94.9% |