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 | $278,203 | $105,931+162.6% | $81,930+239.6% | $158,922+75.1% |
| Participation rate | 90.0% | 75.6%+14.4pp | 72.0%+18.0pp | 82.0%+8.0pp |
| Annual return | 19.86% | 38.17%-18.3pp | 29.49%-9.6pp | 302.83%-283.0pp |
| Employer contribution / active EE | $10,246 | $7,800+31.4% | $4,310+137.7% | $4,761+115.2% |
| Participant deferral / active EE | $15,013 | $13,003+15.5% | $7,107+111.2% | $5,982+151.0% |
| Admin fee / account holder | $2,476 | $8,489-70.8% | $5,158-52.0% | $11,246-78.0% |