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 | $348,732 | $106,749+226.7% | $145,433+139.8% | $82,448+323.0% |
| Participation rate | 92.8% | 75.6%+17.1pp | 82.1%+10.6pp | 68.1%+24.7pp |
| Annual return | 15.22% | 27.59%-12.4pp | 66.58%-51.4pp | 41.64%-26.4pp |
| Employer contribution / active EE | $1,950 | $3,444-43.4% | $4,554-57.2% | $2,551-23.6% |
| Participant deferral / active EE | $13,282 | $6,519+103.8% | $7,897+68.2% | $4,139+220.9% |
| Admin fee / account holder | $19,530 | $8,390+132.8% | $13,129+48.8% | $7,234+170.0% |