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 | $264,386 | $102,317+158.4% | $146,958+79.9% | $80,856+227.0% |
| Participation rate | 92.3% | 75.8%+16.5pp | 82.2%+10.2pp | 67.6%+24.7pp |
| Annual return | 15.88% | 134.76%-118.9pp | 418.34%-402.5pp | 35.59%-19.7pp |
| Employer contribution / active EE | $4,791 | $3,713+29.0% | $4,933-2.9% | $2,755+73.9% |
| Participant deferral / active EE | $8,219 | $6,644+23.7% | $8,070+1.9% | $4,296+91.3% |
| Admin fee / account holder | $24,434 | $7,941+207.7% | $12,998+88.0% | $6,918+253.2% |