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 | $355,819 | $102,317+247.8% | $146,958+142.1% | $80,856+340.1% |
| Participation rate | 93.1% | 75.8%+17.3pp | 82.2%+10.9pp | 67.6%+25.5pp |
| Annual return | 17.43% | 134.76%-117.3pp | 418.34%-400.9pp | 35.59%-18.2pp |
| Employer contribution / active EE | $5,297 | $3,713+42.6% | $4,933+7.4% | $2,755+92.3% |
| Participant deferral / active EE | $9,686 | $6,644+45.8% | $8,070+20.0% | $4,296+125.5% |
| Admin fee / account holder | $19,787 | $7,941+149.2% | $12,998+52.2% | $6,918+186.0% |