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 | $251,112 | $61,774+306.5% | $97,226+158.3% | $80,856+210.6% |
| Participation rate | 89.3% | 63.5%+25.8pp | 72.7%+16.6pp | 67.6%+21.6pp |
| Annual return | 13.14% | -557.90%+571.0pp | 75.13%-62.0pp | 35.59%-22.4pp |
| Employer contribution / active EE | $3,457 | $1,837+88.2% | $2,729+26.7% | $2,755+25.5% |
| Participant deferral / active EE | $12,632 | $3,029+317.1% | $4,264+196.3% | $4,296+194.1% |
| Admin fee / account holder | $1,681 | $5,166-67.5% | $5,654-70.3% | $6,918-75.7% |