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 | $308,163 | $91,190+237.9% | $178,490+72.7% | $79,858+285.9% |
| Participation rate | 98.4% | 69.2%+29.2pp | 81.9%+16.5pp | 69.6%+28.8pp |
| Annual return | 13.90% | 24.19%-10.3pp | 151.07%-137.2pp | 31.71%-17.8pp |
| Employer contribution / active EE | $10,587 | $3,256+225.2% | $5,011+111.3% | $2,471+328.5% |
| Participant deferral / active EE | $5,671 | $3,236+75.2% | $5,202+9.0% | $3,740+51.6% |
| Admin fee / account holder | $5,604 | $6,751-17.0% | $13,984-59.9% | $5,306+5.6% |