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 5-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 | $263,736 | $102,317+157.8% | $146,958+79.5% | $80,856+226.2% |
| Participation rate | 84.4% | 75.8%+8.5pp | 82.2%+2.2pp | 67.6%+16.7pp |
| Annual return | 35.85% | 134.76%-98.9pp | 418.34%-382.5pp | 35.59%+0.3pp |
| Employer contribution / active EE | $5,866 | $3,713+58.0% | $4,933+18.9% | $2,755+112.9% |
| Participant deferral / active EE | $13,722 | $6,644+106.5% | $8,070+70.0% | $4,296+219.4% |
| Admin fee / account holder | $526 | $7,941-93.4% | $12,998-96.0% | $6,918-92.4% |