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 | $391,931 | $91,190+329.8% | $178,490+119.6% | $79,858+390.8% |
| Participation rate | 98.3% | 69.2%+29.1pp | 81.9%+16.4pp | 69.6%+28.7pp |
| Annual return | 12.11% | 24.19%-12.1pp | 151.07%-139.0pp | 31.71%-19.6pp |
| Employer contribution / active EE | $8,629 | $3,256+165.0% | $5,011+72.2% | $2,471+249.2% |
| Participant deferral / active EE | $6,772 | $3,236+109.3% | $5,202+30.2% | $3,740+81.1% |
| Admin fee / account holder | $15,885 | $6,751+135.3% | $13,984+13.6% | $5,306+199.4% |