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 | $272,624 | $105,181+159.2% | $159,436+71.0% | $85,850+217.6% |
| Participation rate | 96.8% | 75.8%+21.0pp | 82.8%+14.0pp | 69.3%+27.5pp |
| Annual return | 15.59% | 45.07%-29.5pp | 263.57%-248.0pp | 318.53%-302.9pp |
| Employer contribution / active EE | $3,308 | $3,318-0.3% | $4,829-31.5% | $2,565+29.0% |
| Participant deferral / active EE | $12,543 | $5,945+111.0% | $7,352+70.6% | $3,952+217.4% |
| Admin fee / account holder | $2,973 | $6,933-57.1% | $10,799-72.5% | $6,260-52.5% |