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 | $258,785 | $89,753+188.3% | $107,525+140.7% | $84,808+205.1% |
| Participation rate | 97.1% | 68.1%+29.1pp | 75.1%+22.1pp | 68.3%+28.8pp |
| Annual return | 23.80% | 29.48%-5.7pp | 181.32%-157.5pp | 40.90%-17.1pp |
| Employer contribution / active EE | $9,333 | $3,113+199.8% | $3,754+148.6% | $2,631+254.7% |
| Participant deferral / active EE | $11,101 | $4,056+173.7% | $5,116+117.0% | $4,212+163.6% |
| Admin fee / account holder | $6,270 | $7,222-13.2% | $8,919-29.7% | $7,344-14.6% |