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 | $266,289 | $102,382+160.1% | $147,005+81.1% | $80,874+229.3% |
| Participation rate | 94.7% | 75.8%+18.9pp | 82.2%+12.6pp | 67.6%+27.1pp |
| Annual return | 21.81% | 134.89%-113.1pp | 418.76%-397.0pp | 35.62%-13.8pp |
| Employer contribution / active EE | $4,672 | $3,715+25.8% | $4,934-5.3% | $2,756+69.5% |
| Participant deferral / active EE | $8,359 | $6,646+25.8% | $8,070+3.6% | $4,297+94.5% |
| Admin fee / account holder | $14,830 | $7,942+86.7% | $13,006+14.0% | $6,935+113.8% |