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 | $279,943 | $72,071+288.4% | $68,368+309.5% | $137,256+104.0% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.0%+5.8pp |
| Annual return | 16.87% | 353.14%-336.3pp | 292.57%-275.7pp | 220.34%-203.5pp |
| Employer contribution / active EE | $6,019 | $2,788+115.9% | $2,649+127.2% | $4,156+44.8% |
| Participant deferral / active EE | $9,943 | $4,410+125.5% | $4,123+141.2% | $6,407+55.2% |
| Admin fee / account holder | $15,596 | $5,336+192.3% | $5,150+202.9% | $12,270+27.1% |