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 | $269,428 | $86,286+212.3% | $111,297+142.1% | $85,850+213.8% |
| Participation rate | 88.4% | 73.3%+15.0pp | 77.3%+11.1pp | 69.3%+19.1pp |
| Annual return | 14.76% | 19.99%-5.2pp | 54.65%-39.9pp | 318.53%-303.8pp |
| Employer contribution / active EE | $5,103 | $2,043+149.8% | $2,731+86.9% | $2,565+98.9% |
| Participant deferral / active EE | $9,123 | $3,641+150.6% | $4,487+103.3% | $3,952+130.9% |
| Admin fee / account holder | $2,995 | $8,188-63.4% | $7,964-62.4% | $6,260-52.2% |