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 | $255,769 | $89,753+185.0% | $107,525+137.9% | $84,808+201.6% |
| Participation rate | 87.0% | 68.1%+19.0pp | 75.1%+12.0pp | 68.3%+18.7pp |
| Annual return | 13.31% | 29.48%-16.2pp | 181.32%-168.0pp | 40.90%-27.6pp |
| Employer contribution / active EE | $2,223 | $3,113-28.6% | $3,754-40.8% | $2,631-15.5% |
| Participant deferral / active EE | $7,746 | $4,056+91.0% | $5,116+51.4% | $4,212+83.9% |
| Admin fee / account holder | $62,124 | $7,222+760.2% | $8,919+596.6% | $7,344+745.9% |