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 | $259,005 | $78,705+229.1% | $117,854+119.8% | $70,131+269.3% |
| Participation rate | 92.1% | 73.2%+18.9pp | 79.7%+12.4pp | 69.5%+22.6pp |
| Annual return | 22.42% | 23.30%-0.9pp | 335.08%-312.7pp | 73.14%-50.7pp |
| Employer contribution / active EE | $1,690 | $2,223-24.0% | $3,786-55.4% | $2,342-27.9% |
| Participant deferral / active EE | $4,667 | $3,297+41.6% | $4,482+4.1% | $3,332+40.1% |
| Admin fee / account holder | $654 | $5,065-87.1% | $8,020-91.8% | $4,645-85.9% |