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 | $279,071 | $114,381+144.0% | $107,525+159.5% | $142,382+96.0% |
| Participation rate | 93.3% | 78.1%+15.2pp | 75.1%+18.3pp | 80.1%+13.2pp |
| Annual return | 19.38% | 242.71%-223.3pp | 181.32%-161.9pp | 217.08%-197.7pp |
| Employer contribution / active EE | $17,738 | $4,015+341.8% | $3,754+372.6% | $4,299+312.6% |
| Participant deferral / active EE | $4,716 | $5,564-15.2% | $5,116-7.8% | $6,507-27.5% |
| Admin fee / account holder | $10,619 | $9,860+7.7% | $8,919+19.1% | $12,624-15.9% |