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 6-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 | $271,061 | $91,190+197.2% | $178,490+51.9% | $79,858+239.4% |
| Participation rate | 92.0% | 69.2%+22.8pp | 81.9%+10.1pp | 69.6%+22.4pp |
| Annual return | 11.64% | 24.19%-12.5pp | 151.07%-139.4pp | 31.71%-20.1pp |
| Employer contribution / active EE | $1,790 | $3,256-45.0% | $5,011-64.3% | $2,471-27.5% |
| Participant deferral / active EE | $4,962 | $3,236+53.3% | $5,202-4.6% | $3,740+32.7% |
| Admin fee / account holder | $59,011 | $6,751+774.1% | $13,984+322.0% | $5,306+1012.1% |