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 | $426,740 | $107,452+297.1% | $91,541+366.2% | $142,382+199.7% |
| Participation rate | 94.7% | 75.1%+19.7pp | 69.8%+25.0pp | 80.1%+14.6pp |
| Annual return | 15.76% | 22.06%-6.3pp | 20.50%-4.7pp | 217.08%-201.3pp |
| Employer contribution / active EE | $20,052 | $2,994+569.7% | $2,505+700.6% | $4,299+366.4% |
| Participant deferral / active EE | $11,921 | $4,754+150.8% | $4,008+197.5% | $6,507+83.2% |
| Admin fee / account holder | $4,206 | $8,834-52.4% | $6,956-39.5% | $12,624-66.7% |