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 | $253,595 | $78,422+223.4% | $95,952+164.3% | $79,858+217.6% |
| Participation rate | 95.1% | 73.5%+21.6pp | 77.1%+18.0pp | 69.6%+25.5pp |
| Annual return | 13.72% | 19.37%-5.7pp | 91.61%-77.9pp | 31.71%-18.0pp |
| Employer contribution / active EE | $4,174 | $1,945+114.6% | $2,541+64.3% | $2,471+68.9% |
| Participant deferral / active EE | $6,677 | $3,440+94.1% | $4,167+60.2% | $3,740+78.5% |
| Admin fee / account holder | $2,387 | $5,622-57.5% | $6,795-64.9% | $5,306-55.0% |