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 | $338,274 | $91,190+271.0% | $178,490+89.5% | $79,858+323.6% |
| Participation rate | 92.7% | 69.2%+23.5pp | 81.9%+10.8pp | 69.6%+23.1pp |
| Annual return | 17.96% | 24.19%-6.2pp | 151.07%-133.1pp | 31.71%-13.8pp |
| Employer contribution / active EE | $5,874 | $3,256+80.4% | $5,011+17.2% | $2,471+137.7% |
| Participant deferral / active EE | $6,247 | $3,236+93.0% | $5,202+20.1% | $3,740+67.0% |
| Admin fee / account holder | $4,859 | $6,751-28.0% | $13,984-65.3% | $5,306-8.4% |