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 | $294,904 | $77,899+278.6% | $149,673+97.0% | $75,163+292.4% |
| Participation rate | 94.1% | 65.6%+28.5pp | 78.8%+15.4pp | 67.2%+26.9pp |
| Annual return | 17.59% | 31.72%-14.1pp | 134.42%-116.8pp | 160.62%-143.0pp |
| Employer contribution / active EE | $10,474 | $3,137+233.8% | $4,818+117.4% | $2,670+292.3% |
| Participant deferral / active EE | $6,319 | $3,411+85.3% | $5,680+11.3% | $4,125+53.2% |
| Admin fee / account holder | $6,508 | $5,956+9.3% | $13,210-50.7% | $5,651+15.2% |