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 | $293,302 | $106,749+174.8% | $145,433+101.7% | $82,448+255.7% |
| Participation rate | 89.4% | 75.6%+13.7pp | 82.1%+7.2pp | 68.1%+21.3pp |
| Annual return | 15.65% | 27.59%-11.9pp | 66.58%-50.9pp | 41.64%-26.0pp |
| Employer contribution / active EE | $5,832 | $3,444+69.3% | $4,554+28.1% | $2,551+128.6% |
| Participant deferral / active EE | $12,838 | $6,519+96.9% | $7,897+62.6% | $4,139+210.1% |
| Admin fee / account holder | $2,930 | $8,390-65.1% | $13,129-77.7% | $7,234-59.5% |