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 8-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 | $450,202 | $77,899+477.9% | $149,673+200.8% | $75,163+499.0% |
| Participation rate | 97.7% | 65.6%+32.1pp | 78.8%+18.9pp | 67.2%+30.5pp |
| Annual return | 19.52% | 31.72%-12.2pp | 134.42%-114.9pp | 160.62%-141.1pp |
| Employer contribution / active EE | $22,343 | $3,137+612.2% | $4,818+363.8% | $2,670+736.9% |
| Participant deferral / active EE | $15,511 | $3,411+354.7% | $5,680+173.1% | $4,125+276.0% |
| Admin fee / account holder | $1,074 | $5,956-82.0% | $13,210-91.9% | $5,651-81.0% |