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 | $325,840 | $105,181+209.8% | $159,436+104.4% | $85,850+279.5% |
| Participation rate | 93.2% | 75.8%+17.4pp | 82.8%+10.4pp | 69.3%+23.9pp |
| Annual return | 15.28% | 45.07%-29.8pp | 263.57%-248.3pp | 318.53%-303.3pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $9,169 | $5,945+54.2% | $7,352+24.7% | $3,952+132.0% |
| Admin fee / account holder | $2,192 | $6,933-68.4% | $10,799-79.7% | $6,260-65.0% |