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 | $300,360 | $102,317+193.6% | $146,958+104.4% | $80,856+271.5% |
| Participation rate | 89.8% | 75.8%+14.0pp | 82.2%+7.6pp | 67.6%+22.2pp |
| Annual return | 14.97% | 134.76%-119.8pp | 418.34%-403.4pp | 35.59%-20.6pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $8,995 | $6,644+35.4% | $8,070+11.5% | $4,296+109.4% |
| Admin fee / account holder | $7,421 | $7,941-6.6% | $12,998-42.9% | $6,918+7.3% |