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 | $254,480 | $85,202+198.7% | $172,739+47.3% | $72,985+248.7% |
| Participation rate | 95.6% | 70.1%+25.5pp | 82.6%+12.9pp | 69.5%+26.1pp |
| Annual return | 19.71% | 27.32%-7.6pp | 802.84%-783.1pp | 81.00%-61.3pp |
| Employer contribution / active EE | $6,942 | $3,324+108.8% | $5,143+35.0% | $2,440+184.5% |
| Participant deferral / active EE | $4,530 | $3,260+38.9% | $5,198-12.8% | $3,607+25.6% |
| Admin fee / account holder | $24,217 | $5,884+311.6% | $13,954+73.6% | $5,124+372.6% |