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 | $296,383 | $89,355+231.7% | $141,162+110.0% | $72,985+306.1% |
| Participation rate | 94.5% | 75.1%+19.4pp | 82.5%+12.1pp | 69.5%+25.0pp |
| Annual return | 21.03% | 111.85%-90.8pp | 71.39%-50.4pp | 81.00%-60.0pp |
| Employer contribution / active EE | $13,049 | $3,114+319.0% | $4,735+175.6% | $2,440+434.8% |
| Participant deferral / active EE | $11,502 | $5,418+112.3% | $6,709+71.4% | $3,607+218.8% |
| Admin fee / account holder | $5,690 | $5,958-4.5% | $10,261-44.5% | $5,124+11.0% |