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 | $261,244 | $65,561+298.5% | $86,188+203.1% | $75,163+247.6% |
| Participation rate | 97.1% | 60.5%+36.7pp | 69.0%+28.2pp | 67.2%+30.0pp |
| Annual return | 17.32% | 46.05%-28.7pp | 1168.45%-1151.1pp | 160.62%-143.3pp |
| Employer contribution / active EE | $2,649 | $1,553+70.6% | $2,380+11.3% | $2,670-0.8% |
| Participant deferral / active EE | $8,629 | $3,024+185.4% | $3,985+116.5% | $4,125+109.2% |
| Admin fee / account holder | $1,958 | $5,474-64.2% | $6,852-71.4% | $5,651-65.4% |