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 | $263,410 | $109,881+139.7% | $150,045+75.6% | $84,808+210.6% |
| Participation rate | 96.2% | 76.1%+20.1pp | 82.3%+13.8pp | 68.3%+27.8pp |
| Annual return | 15.37% | 28.25%-12.9pp | 62.55%-47.2pp | 40.90%-25.5pp |
| Employer contribution / active EE | $4,645 | $3,561+30.4% | $4,693-1.0% | $2,631+76.5% |
| Participant deferral / active EE | $10,492 | $6,636+58.1% | $7,997+31.2% | $4,212+149.1% |
| Admin fee / account holder | $32,367 | $8,568+277.8% | $13,435+140.9% | $7,344+340.7% |