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 | $283,689 | $91,190+211.1% | $178,490+58.9% | $79,858+255.2% |
| Participation rate | 93.1% | 69.2%+23.9pp | 81.9%+11.2pp | 69.6%+23.5pp |
| Annual return | 18.24% | 24.19%-6.0pp | 151.07%-132.8pp | 31.71%-13.5pp |
| Employer contribution / active EE | $8,535 | $3,256+162.2% | $5,011+70.3% | $2,471+245.4% |
| Participant deferral / active EE | $9,696 | $3,236+199.6% | $5,202+86.4% | $3,740+159.3% |
| Admin fee / account holder | $733 | $6,751-89.1% | $13,984-94.8% | $5,306-86.2% |