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 | $339,431 | $105,181+222.7% | $159,436+112.9% | $85,850+295.4% |
| Participation rate | 98.3% | 75.8%+22.5pp | 82.8%+15.5pp | 69.3%+29.0pp |
| Annual return | 17.52% | 45.07%-27.6pp | 263.57%-246.0pp | 318.53%-301.0pp |
| Employer contribution / active EE | $26,998 | $3,318+713.6% | $4,829+459.0% | $2,565+952.5% |
| Participant deferral / active EE | $15,791 | $5,945+165.6% | $7,352+114.8% | $3,952+299.6% |
| Admin fee / account holder | $6,039 | $6,933-12.9% | $10,799-44.1% | $6,260-3.5% |