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 5-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 | $288,767 | $80,968+256.6% | $96,544+199.1% | $75,163+284.2% |
| Participation rate | 98.6% | 71.8%+26.9pp | 76.0%+22.7pp | 67.2%+31.4pp |
| Annual return | 15.72% | 27.06%-11.3pp | 25.84%-10.1pp | 160.62%-144.9pp |
| Employer contribution / active EE | $8,382 | $2,282+267.4% | $2,965+182.7% | $2,670+214.0% |
| Participant deferral / active EE | $14,776 | $3,928+276.2% | $4,851+204.6% | $4,125+258.2% |
| Admin fee / account holder | $40,716 | $6,724+505.5% | $8,252+393.4% | $5,651+620.5% |