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 | $258,720 | $89,753+188.3% | $107,525+140.6% | $84,808+205.1% |
| Participation rate | 97.2% | 68.1%+29.2pp | 75.1%+22.1pp | 68.3%+28.9pp |
| Annual return | 13.36% | 29.48%-16.1pp | 181.32%-168.0pp | 40.90%-27.5pp |
| Employer contribution / active EE | $4,879 | $3,113+56.7% | $3,754+30.0% | $2,631+85.4% |
| Participant deferral / active EE | $11,504 | $4,056+183.6% | $5,116+124.9% | $4,212+173.2% |
| Admin fee / account holder | $26,048 | $7,222+260.7% | $8,919+192.1% | $7,344+254.7% |