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 | $267,374 | $106,749+150.5% | $145,433+83.8% | $82,448+224.3% |
| Participation rate | 86.1% | 75.6%+10.5pp | 82.1%+4.0pp | 68.1%+18.0pp |
| Annual return | 15.11% | 27.59%-12.5pp | 66.58%-51.5pp | 41.64%-26.5pp |
| Employer contribution / active EE | $5,716 | $3,444+65.9% | $4,554+25.5% | $2,551+124.1% |
| Participant deferral / active EE | $13,281 | $6,519+103.7% | $7,897+68.2% | $4,139+220.8% |
| Admin fee / account holder | $4,256 | $8,390-49.3% | $13,129-67.6% | $7,234-41.2% |