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 | $269,575 | $54,705+392.8% | $71,209+278.6% | $84,808+217.9% |
| Participation rate | 96.3% | 64.1%+32.2pp | 73.8%+22.5pp | 68.3%+28.0pp |
| Annual return | 15.32% | 35.90%-20.6pp | 282.51%-267.2pp | 40.90%-25.6pp |
| Employer contribution / active EE | $9,427 | $2,158+336.9% | $2,721+246.5% | $2,631+258.3% |
| Participant deferral / active EE | $4,611 | $3,030+52.2% | $4,175+10.4% | $4,212+9.5% |
| Admin fee / account holder | $1,599 | $4,863-67.1% | $5,349-70.1% | $7,344-78.2% |