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 | $282,797 | $74,888+277.6% | $71,209+297.1% | $142,382+98.6% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.8%+15.1pp | 80.1%+8.8pp |
| Annual return | 18.38% | 345.14%-326.8pp | 282.51%-264.1pp | 217.08%-198.7pp |
| Employer contribution / active EE | $21,409 | $2,854+650.1% | $2,721+686.8% | $4,299+398.0% |
| Participant deferral / active EE | $11,158 | $4,454+150.5% | $4,175+167.2% | $6,507+71.5% |
| Admin fee / account holder | $1,630 | $5,568-70.7% | $5,349-69.5% | $12,624-87.1% |