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 | $279,787 | $111,754+150.4% | $103,333+170.8% | $145,922+91.7% |
| Participation rate | 86.4% | 77.9%+8.4pp | 74.5%+11.9pp | 80.3%+6.1pp |
| Annual return | 11.11% | 24.77%-13.7pp | 24.88%-13.8pp | 561.29%-550.2pp |
| Employer contribution / active EE | $25,088 | $4,212+495.6% | $3,868+548.6% | $4,660+438.4% |
| Participant deferral / active EE | $5,634 | $5,619+0.3% | $5,057+11.4% | $6,688-15.8% |
| Admin fee / account holder | $32,224 | $9,750+230.5% | $8,355+285.7% | $13,397+140.5% |