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 | $333,366 | $95,416+249.4% | $185,823+79.4% | $85,850+288.3% |
| Participation rate | 94.1% | 68.8%+25.4pp | 81.7%+12.4pp | 69.3%+24.8pp |
| Annual return | 17.51% | 23.59%-6.1pp | 122.05%-104.5pp | 318.53%-301.0pp |
| Employer contribution / active EE | $12,501 | $3,314+277.3% | $5,167+141.9% | $2,565+387.3% |
| Participant deferral / active EE | $8,221 | $3,423+140.1% | $5,568+47.6% | $3,952+108.0% |
| Admin fee / account holder | $580 | $7,213-92.0% | $16,237-96.4% | $6,260-90.7% |