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 | $349,990 | $91,190+283.8% | $178,490+96.1% | $79,858+338.3% |
| Participation rate | 95.5% | 69.2%+26.3pp | 81.9%+13.5pp | 69.6%+25.8pp |
| Annual return | 13.20% | 24.19%-11.0pp | 151.07%-137.9pp | 31.71%-18.5pp |
| Employer contribution / active EE | $6,506 | $3,256+99.8% | $5,011+29.8% | $2,471+163.3% |
| Participant deferral / active EE | $17,412 | $3,236+438.0% | $5,202+234.7% | $3,740+365.6% |
| Admin fee / account holder | $50,051 | $6,751+641.4% | $13,984+257.9% | $5,306+843.2% |