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 | $330,153 | $98,750+234.3% | $149,696+120.5% | $79,858+313.4% |
| Participation rate | 97.7% | 75.8%+22.0pp | 82.5%+15.3pp | 69.6%+28.1pp |
| Annual return | 15.38% | 27.43%-12.1pp | 276.60%-261.2pp | 31.71%-16.3pp |
| Employer contribution / active EE | $3,977 | $3,216+23.7% | $4,644-14.4% | $2,471+61.0% |
| Participant deferral / active EE | $7,495 | $5,680+31.9% | $6,842+9.5% | $3,740+100.4% |
| Admin fee / account holder | $21,545 | $6,053+256.0% | $9,309+131.5% | $5,306+306.0% |