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 | $319,282 | $91,190+250.1% | $178,490+78.9% | $79,858+299.8% |
| Participation rate | 93.6% | 69.2%+24.4pp | 81.9%+11.7pp | 69.6%+24.0pp |
| Annual return | 14.54% | 24.19%-9.6pp | 151.07%-136.5pp | 31.71%-17.2pp |
| Employer contribution / active EE | $14,773 | $3,256+353.7% | $5,011+194.8% | $2,471+497.9% |
| Participant deferral / active EE | $14,604 | $3,236+351.3% | $5,202+180.8% | $3,740+290.5% |
| Admin fee / account holder | $13,560 | $6,751+100.9% | $13,984-3.0% | $5,306+155.5% |