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 | $353,626 | $102,317+245.6% | $146,958+140.6% | $80,856+337.4% |
| Participation rate | 91.5% | 75.8%+15.6pp | 82.2%+9.3pp | 67.6%+23.8pp |
| Annual return | 22.85% | 134.76%-111.9pp | 418.34%-395.5pp | 35.59%-12.7pp |
| Employer contribution / active EE | $6,711 | $3,713+80.7% | $4,933+36.1% | $2,755+143.6% |
| Participant deferral / active EE | $8,110 | $6,644+22.1% | $8,070+0.5% | $4,296+88.8% |
| Admin fee / account holder | $6,630 | $7,941-16.5% | $12,998-49.0% | $6,918-4.2% |