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 | $320,263 | $91,190+251.2% | $178,490+79.4% | $79,858+301.0% |
| Participation rate | 98.8% | 69.2%+29.6pp | 81.9%+16.9pp | 69.6%+29.1pp |
| Annual return | 11.29% | 24.19%-12.9pp | 151.07%-139.8pp | 31.71%-20.4pp |
| Employer contribution / active EE | $5,162 | $3,256+58.6% | $5,011+3.0% | $2,471+108.9% |
| Participant deferral / active EE | $4,600 | $3,236+42.1% | $5,202-11.6% | $3,740+23.0% |
| Admin fee / account holder | $25,126 | $6,751+272.2% | $13,984+79.7% | $5,306+373.5% |