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 | $361,783 | $93,571+286.6% | $135,903+166.2% | $75,163+381.3% |
| Participation rate | 97.7% | 75.2%+22.5pp | 81.9%+15.8pp | 67.2%+30.5pp |
| Annual return | 17.73% | 30.90%-13.2pp | 68.23%-50.5pp | 160.62%-142.9pp |
| Employer contribution / active EE | $5,537 | $3,537+56.6% | $4,856+14.0% | $2,670+107.4% |
| Participant deferral / active EE | $5,255 | $6,404-17.9% | $7,758-32.3% | $4,125+27.4% |
| Admin fee / account holder | $43,454 | $6,975+523.0% | $10,762+303.8% | $5,651+669.0% |