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 | $289,547 | $91,190+217.5% | $178,490+62.2% | $79,858+262.6% |
| Participation rate | 96.3% | 69.2%+27.1pp | 81.9%+14.4pp | 69.6%+26.7pp |
| Annual return | 18.10% | 24.19%-6.1pp | 151.07%-133.0pp | 31.71%-13.6pp |
| Employer contribution / active EE | $8,618 | $3,256+164.7% | $5,011+72.0% | $2,471+248.8% |
| Participant deferral / active EE | $6,857 | $3,236+111.9% | $5,202+31.8% | $3,740+83.3% |
| Admin fee / account holder | $1,276 | $6,751-81.1% | $13,984-90.9% | $5,306-76.0% |