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 | $263,108 | $91,552+187.4% | $133,956+96.4% | $79,858+229.5% |
| Participation rate | 96.8% | 73.3%+23.4pp | 79.8%+16.9pp | 69.6%+27.1pp |
| Annual return | 19.87% | 61.85%-42.0pp | 45.09%-25.2pp | 31.71%-11.8pp |
| Employer contribution / active EE | $5,152 | $2,384+116.1% | $3,919+31.5% | $2,471+108.5% |
| Participant deferral / active EE | $11,696 | $3,733+213.3% | $5,048+131.7% | $3,740+212.7% |
| Admin fee / account holder | $2,709 | $6,321-57.1% | $8,927-69.7% | $5,306-49.0% |