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 | $282,004 | $77,503+263.9% | $100,391+180.9% | $80,856+248.8% |
| Participation rate | 97.6% | 76.9%+20.7pp | 81.5%+16.1pp | 67.6%+30.0pp |
| Annual return | 15.76% | 37.20%-21.4pp | 49.20%-33.4pp | 35.59%-19.8pp |
| Employer contribution / active EE | $2,936 | $2,801+4.8% | $3,942-25.5% | $2,755+6.6% |
| Participant deferral / active EE | $14,704 | $6,820+115.6% | $8,082+81.9% | $4,296+242.3% |
| Admin fee / account holder | $20,759 | $5,897+252.0% | $7,899+162.8% | $6,918+200.1% |