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 | $280,934 | $95,416+194.4% | $185,823+51.2% | $85,850+227.2% |
| Participation rate | 92.3% | 68.8%+23.5pp | 81.7%+10.6pp | 69.3%+23.0pp |
| Annual return | 21.17% | 23.59%-2.4pp | 122.05%-100.9pp | 318.53%-297.4pp |
| Employer contribution / active EE | $4,105 | $3,314+23.9% | $5,167-20.6% | $2,565+60.0% |
| Participant deferral / active EE | $5,700 | $3,423+66.5% | $5,568+2.4% | $3,952+44.2% |
| Admin fee / account holder | $81,706 | $7,213+1032.8% | $16,237+403.2% | $6,260+1205.2% |