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 | $336,556 | $118,849+183.2% | $96,562+248.5% | $167,490+100.9% |
| Participation rate | 91.7% | 75.5%+16.2pp | 69.8%+21.9pp | 82.1%+9.6pp |
| Annual return | 8.69% | 50.49%-41.8pp | 37.78%-29.1pp | 478.56%-469.9pp |
| Employer contribution / active EE | $15,672 | $3,120+402.4% | $2,356+565.1% | $4,837+224.0% |
| Participant deferral / active EE | $9,410 | $4,616+103.8% | $3,849+144.5% | $6,341+48.4% |
| Admin fee / account holder | $33,789 | $8,065+319.0% | $6,181+446.7% | $12,309+174.5% |