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 | $364,908 | $91,538+298.6% | $129,995+180.7% | $75,163+385.5% |
| Participation rate | 84.4% | 71.4%+13.0pp | 78.5%+6.0pp | 67.2%+17.3pp |
| Annual return | 16.02% | -631.11%+647.1pp | -137.18%+153.2pp | 160.62%-144.6pp |
| Employer contribution / active EE | $11,746 | $2,845+312.8% | $4,320+171.9% | $2,670+340.0% |
| Participant deferral / active EE | $6,527 | $4,341+50.3% | $5,820+12.1% | $4,125+58.2% |
| Admin fee / account holder | $26,609 | $6,790+291.9% | $10,614+150.7% | $5,651+370.9% |