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 | $290,566 | $91,190+218.6% | $178,490+62.8% | $79,858+263.9% |
| Participation rate | 86.5% | 69.2%+17.3pp | 81.9%+4.6pp | 69.6%+16.9pp |
| Annual return | 16.72% | 24.19%-7.5pp | 151.07%-134.4pp | 31.71%-15.0pp |
| Employer contribution / active EE | $12,011 | $3,256+268.9% | $5,011+139.7% | $2,471+386.1% |
| Participant deferral / active EE | $7,643 | $3,236+136.2% | $5,202+46.9% | $3,740+104.4% |
| Admin fee / account holder | $100,082 | $6,751+1382.5% | $13,984+615.7% | $5,306+1786.1% |