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 | $278,590 | $111,535+149.8% | $105,223+164.8% | $137,256+103.0% |
| Participation rate | 94.1% | 78.1%+16.0pp | 75.0%+19.1pp | 80.0%+14.2pp |
| Annual return | 14.15% | 237.85%-223.7pp | 180.65%-166.5pp | 220.34%-206.2pp |
| Employer contribution / active EE | $3,705 | $3,939-6.0% | $3,689+0.4% | $4,156-10.9% |
| Participant deferral / active EE | $13,157 | $5,500+139.2% | $5,072+159.4% | $6,407+105.4% |
| Admin fee / account holder | $2,436 | $9,721-74.9% | $8,859-72.5% | $12,270-80.1% |