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 | $286,864 | $102,317+180.4% | $146,958+95.2% | $80,856+254.8% |
| Participation rate | 94.5% | 75.8%+18.7pp | 82.2%+12.4pp | 67.6%+26.9pp |
| Annual return | 18.08% | 134.76%-116.7pp | 418.34%-400.3pp | 35.59%-17.5pp |
| Employer contribution / active EE | $3,757 | $3,713+1.2% | $4,933-23.8% | $2,755+36.4% |
| Participant deferral / active EE | $11,769 | $6,644+77.1% | $8,070+45.8% | $4,296+174.0% |
| Admin fee / account holder | $6,352 | $7,941-20.0% | $12,998-51.1% | $6,918-8.2% |