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 | $260,994 | $95,416+173.5% | $185,823+40.5% | $85,850+204.0% |
| Participation rate | 83.3% | 68.8%+14.6pp | 81.7%+1.6pp | 69.3%+14.0pp |
| Annual return | 12.43% | 23.59%-11.2pp | 122.05%-109.6pp | 318.53%-306.1pp |
| Employer contribution / active EE | $8,667 | $3,314+161.6% | $5,167+67.7% | $2,565+237.9% |
| Participant deferral / active EE | $6,246 | $3,423+82.4% | $5,568+12.2% | $3,952+58.1% |
| Admin fee / account holder | $3,923 | $7,213-45.6% | $16,237-75.8% | $6,260-37.3% |