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 | $293,476 | $81,208+261.4% | $98,907+196.7% | $79,858+267.5% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 13.47% | 60.99%-47.5pp | 196.43%-183.0pp | 31.71%-18.2pp |
| Employer contribution / active EE | $8,724 | $1,960+345.2% | $2,689+224.4% | $2,471+253.1% |
| Participant deferral / active EE | $8,155 | $3,265+149.8% | $4,244+92.1% | $3,740+118.0% |
| Admin fee / account holder | $1,947 | $6,013-67.6% | $6,642-70.7% | $5,306-63.3% |