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 | $267,119 | $84,233+217.1% | $170,442+56.7% | $70,131+280.9% |
| Participation rate | 96.7% | 70.8%+25.8pp | 83.6%+13.1pp | 69.5%+27.1pp |
| Annual return | 13.97% | 23.06%-9.1pp | 205.93%-192.0pp | 73.14%-59.2pp |
| Employer contribution / active EE | $4,520 | $3,387+33.5% | $5,433-16.8% | $2,342+93.0% |
| Participant deferral / active EE | $4,750 | $3,086+53.9% | $4,939-3.8% | $3,332+42.6% |
| Admin fee / account holder | $2,110 | $5,698-63.0% | $13,880-84.8% | $4,645-54.6% |