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 4-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 | $290,372 | $70,669+310.9% | $169,368+71.4% | $75,163+286.3% |
| Participation rate | 96.3% | 64.8%+31.5pp | 77.1%+19.2pp | 67.2%+29.1pp |
| Annual return | 15.97% | 36.36%-20.4pp | 405.60%-389.6pp | 160.62%-144.7pp |
| Employer contribution / active EE | $5,027 | $2,211+127.4% | $4,013+25.3% | $2,670+88.3% |
| Participant deferral / active EE | $15,129 | $4,311+251.0% | $6,221+143.2% | $4,125+266.7% |
| Admin fee / account holder | $1,234 | $5,402-77.2% | $9,003-86.3% | $5,651-78.2% |