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 | $264,924 | $78,705+236.6% | $117,854+124.8% | $70,131+277.8% |
| Participation rate | 92.9% | 73.2%+19.7pp | 79.7%+13.2pp | 69.5%+23.3pp |
| Annual return | 16.06% | 23.30%-7.2pp | 335.08%-319.0pp | 73.14%-57.1pp |
| Employer contribution / active EE | $17,082 | $2,223+668.3% | $3,786+351.2% | $2,342+629.3% |
| Participant deferral / active EE | $2,111 | $3,297-36.0% | $4,482-52.9% | $3,332-36.6% |
| Admin fee / account holder | $15,538 | $5,065+206.8% | $8,020+93.7% | $4,645+234.5% |