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 | $254,770 | $83,902+203.7% | $167,512+52.1% | $84,808+200.4% |
| Participation rate | 83.1% | 66.5%+16.7pp | 77.1%+6.1pp | 68.3%+14.8pp |
| Annual return | 15.13% | 91.55%-76.4pp | 1615.79%-1600.7pp | 40.90%-25.8pp |
| Employer contribution / active EE | $3,982 | $2,264+75.9% | $3,882+2.6% | $2,631+51.3% |
| Participant deferral / active EE | $8,988 | $4,442+102.3% | $6,405+40.3% | $4,212+113.4% |
| Admin fee / account holder | $8,304 | $7,915+4.9% | $9,769-15.0% | $7,344+13.1% |