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 | $404,569 | $76,000+432.3% | $154,107+162.5% | $64,186+530.3% |
| Participation rate | 96.4% | 70.4%+26.0pp | 83.0%+13.4pp | 69.6%+26.9pp |
| Annual return | 7.08% | 30.32%-23.2pp | 735.12%-728.0pp | 7.63%-0.6pp |
| Employer contribution / active EE | $1,191 | $3,351-64.5% | $5,298-77.5% | $2,381-50.0% |
| Participant deferral / active EE | $2,180 | $3,175-31.3% | $5,081-57.1% | $3,470-37.2% |
| Admin fee / account holder | $33,870 | $5,596+505.2% | $13,411+152.6% | $4,888+592.9% |