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 | $334,371 | $98,750+238.6% | $149,696+123.4% | $79,858+318.7% |
| Participation rate | 97.7% | 75.8%+22.0pp | 82.5%+15.3pp | 69.6%+28.1pp |
| Annual return | 17.43% | 27.43%-10.0pp | 276.60%-259.2pp | 31.71%-14.3pp |
| Employer contribution / active EE | $5,722 | $3,216+77.9% | $4,644+23.2% | $2,471+131.6% |
| Participant deferral / active EE | $8,939 | $5,680+57.4% | $6,842+30.7% | $3,740+139.0% |
| Admin fee / account holder | $13,673 | $6,053+125.9% | $9,309+46.9% | $5,306+157.7% |