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 | $262,810 | $115,770+127.0% | $101,248+159.6% | $158,922+65.4% |
| Participation rate | 94.7% | 79.4%+15.4pp | 75.8%+18.9pp | 82.0%+12.8pp |
| Annual return | 15.57% | 56.14%-40.6pp | 46.47%-30.9pp | 302.83%-287.3pp |
| Employer contribution / active EE | $15,040 | $4,175+260.3% | $3,660+311.0% | $4,761+215.9% |
| Participant deferral / active EE | $5,809 | $4,957+17.2% | $4,370+32.9% | $5,982-2.9% |
| Admin fee / account holder | $2,837 | $7,245-60.8% | $5,945-52.3% | $11,246-74.8% |