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 | $294,398 | $98,750+198.1% | $149,696+96.7% | $79,858+268.7% |
| Participation rate | 95.9% | 75.8%+20.1pp | 82.5%+13.4pp | 69.6%+26.3pp |
| Annual return | 18.01% | 27.43%-9.4pp | 276.60%-258.6pp | 31.71%-13.7pp |
| Employer contribution / active EE | $5,161 | $3,216+60.5% | $4,644+11.1% | $2,471+108.9% |
| Participant deferral / active EE | $7,296 | $5,680+28.4% | $6,842+6.6% | $3,740+95.1% |
| Admin fee / account holder | $5,467 | $6,053-9.7% | $9,309-41.3% | $5,306+3.0% |