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 | $290,304 | $77,899+272.7% | $149,673+94.0% | $75,163+286.2% |
| Participation rate | 95.3% | 65.6%+29.7pp | 78.8%+16.5pp | 67.2%+28.1pp |
| Annual return | 16.69% | 31.72%-15.0pp | 134.42%-117.7pp | 160.62%-143.9pp |
| Employer contribution / active EE | $6,196 | $3,137+97.5% | $4,818+28.6% | $2,670+132.1% |
| Participant deferral / active EE | $6,079 | $3,411+78.2% | $5,680+7.0% | $4,125+47.4% |
| Admin fee / account holder | $5,942 | $5,956-0.2% | $13,210-55.0% | $5,651+5.2% |