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 | $273,659 | $85,202+221.2% | $172,739+58.4% | $72,985+275.0% |
| Participation rate | 97.1% | 70.1%+27.0pp | 82.6%+14.4pp | 69.5%+27.6pp |
| Annual return | 22.40% | 27.32%-4.9pp | 802.84%-780.4pp | 81.00%-58.6pp |
| Employer contribution / active EE | $2,251 | $3,324-32.3% | $5,143-56.2% | $2,440-7.7% |
| Participant deferral / active EE | $4,785 | $3,260+46.8% | $5,198-7.9% | $3,607+32.6% |
| Admin fee / account holder | $15,188 | $5,884+158.1% | $13,954+8.8% | $5,124+196.4% |