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 | $416,556 | $91,190+356.8% | $178,490+133.4% | $79,858+421.6% |
| Participation rate | 97.7% | 69.2%+28.5pp | 81.9%+15.8pp | 69.6%+28.0pp |
| Annual return | 12.39% | 24.19%-11.8pp | 151.07%-138.7pp | 31.71%-19.3pp |
| Employer contribution / active EE | $14,820 | $3,256+355.2% | $5,011+195.8% | $2,471+499.8% |
| Participant deferral / active EE | $10,566 | $3,236+226.5% | $5,202+103.1% | $3,740+182.5% |
| Admin fee / account holder | $3,777 | $6,751-44.1% | $13,984-73.0% | $5,306-28.8% |