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 | $345,629 | $91,538+277.6% | $129,995+165.9% | $75,163+359.8% |
| Participation rate | 94.1% | 71.4%+22.7pp | 78.5%+15.6pp | 67.2%+26.9pp |
| Annual return | 21.80% | -631.11%+652.9pp | -137.18%+159.0pp | 160.62%-138.8pp |
| Employer contribution / active EE | $6,001 | $2,845+110.9% | $4,320+38.9% | $2,670+124.8% |
| Participant deferral / active EE | $14,840 | $4,341+241.9% | $5,820+155.0% | $4,125+259.7% |
| Admin fee / account holder | $20,824 | $6,790+206.7% | $10,614+96.2% | $5,651+268.5% |