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 | $293,497 | $91,190+221.9% | $178,490+64.4% | $79,858+267.5% |
| Participation rate | 90.5% | 69.2%+21.3pp | 81.9%+8.6pp | 69.6%+20.8pp |
| Annual return | 17.46% | 24.19%-6.7pp | 151.07%-133.6pp | 31.71%-14.3pp |
| Employer contribution / active EE | $5,099 | $3,256+56.6% | $5,011+1.8% | $2,471+106.4% |
| Participant deferral / active EE | $4,163 | $3,236+28.7% | $5,202-20.0% | $3,740+11.3% |
| Admin fee / account holder | $2,703 | $6,751-60.0% | $13,984-80.7% | $5,306-49.1% |