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 | $311,616 | $98,750+215.6% | $149,696+108.2% | $79,858+290.2% |
| Participation rate | 82.8% | 75.8%+7.0pp | 82.5%+0.3pp | 69.6%+13.1pp |
| Annual return | 13.57% | 27.43%-13.9pp | 276.60%-263.0pp | 31.71%-18.1pp |
| Employer contribution / active EE | $2,184 | $3,216-32.1% | $4,644-53.0% | $2,471-11.6% |
| Participant deferral / active EE | $7,330 | $5,680+29.0% | $6,842+7.1% | $3,740+96.0% |
| Admin fee / account holder | $3,289 | $6,053-45.7% | $9,309-64.7% | $5,306-38.0% |