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 | $491,232 | $91,190+438.7% | $178,490+175.2% | $79,858+515.1% |
| Participation rate | 96.3% | 69.2%+27.1pp | 81.9%+14.4pp | 69.6%+26.7pp |
| Annual return | 13.04% | 24.19%-11.1pp | 151.07%-138.0pp | 31.71%-18.7pp |
| Employer contribution / active EE | $5,892 | $3,256+81.0% | $5,011+17.6% | $2,471+138.5% |
| Participant deferral / active EE | $7,676 | $3,236+137.2% | $5,202+47.6% | $3,740+105.2% |
| Admin fee / account holder | $2,635 | $6,751-61.0% | $13,984-81.2% | $5,306-50.3% |