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 | $307,488 | $98,750+211.4% | $149,696+105.4% | $79,858+285.0% |
| Participation rate | 84.6% | 75.8%+8.8pp | 82.5%+2.1pp | 69.6%+15.0pp |
| Annual return | 13.51% | 27.43%-13.9pp | 276.60%-263.1pp | 31.71%-18.2pp |
| Employer contribution / active EE | $11,160 | $3,216+247.0% | $4,644+140.3% | $2,471+351.7% |
| Participant deferral / active EE | $8,701 | $5,680+53.2% | $6,842+27.2% | $3,740+132.6% |
| Admin fee / account holder | $3,362 | $6,053-44.5% | $9,309-63.9% | $5,306-36.6% |