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 | $270,278 | $127,065+112.7% | $113,168+138.8% | $142,382+89.8% |
| Participation rate | 95.0% | 79.2%+15.8pp | 76.6%+18.4pp | 80.1%+14.9pp |
| Annual return | 16.01% | 24.03%-8.0pp | 24.27%-8.3pp | 217.08%-201.1pp |
| Employer contribution / active EE | $2,113 | $3,442-38.6% | $2,975-29.0% | $4,299-50.8% |
| Participant deferral / active EE | $3,345 | $5,716-41.5% | $5,107-34.5% | $6,507-48.6% |
| Admin fee / account holder | $4,719 | $15,736-70.0% | $12,068-60.9% | $12,624-62.6% |