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 | $277,717 | $89,753+209.4% | $107,525+158.3% | $84,808+227.5% |
| Participation rate | 83.0% | 68.1%+15.0pp | 75.1%+7.9pp | 68.3%+14.7pp |
| Annual return | 13.53% | 29.48%-15.9pp | 181.32%-167.8pp | 40.90%-27.4pp |
| Employer contribution / active EE | $10,299 | $3,113+230.8% | $3,754+174.4% | $2,631+291.5% |
| Participant deferral / active EE | $3,847 | $4,056-5.1% | $5,116-24.8% | $4,212-8.6% |
| Admin fee / account holder | $28,084 | $7,222+288.9% | $8,919+214.9% | $7,344+282.4% |