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 | $318,705 | $91,190+249.5% | $178,490+78.6% | $79,858+299.1% |
| Participation rate | 93.3% | 69.2%+24.1pp | 81.9%+11.4pp | 69.6%+23.7pp |
| Annual return | 14.22% | 24.19%-10.0pp | 151.07%-136.8pp | 31.71%-17.5pp |
| Employer contribution / active EE | $5,504 | $3,256+69.1% | $5,011+9.8% | $2,471+122.8% |
| Participant deferral / active EE | $6,854 | $3,236+111.8% | $5,202+31.8% | $3,740+83.3% |
| Admin fee / account holder | $8,747 | $6,751+29.6% | $13,984-37.5% | $5,306+64.8% |