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 | $263,796 | $77,813+239.0% | $123,544+113.5% | $64,186+311.0% |
| Participation rate | 97.3% | 74.7%+22.6pp | 82.3%+15.0pp | 69.6%+27.7pp |
| Annual return | 12.43% | 12.48%-0.1pp | 119.20%-106.8pp | 7.63%+4.8pp |
| Employer contribution / active EE | $4,730 | $3,014+56.9% | $4,628+2.2% | $2,381+98.7% |
| Participant deferral / active EE | $7,238 | $5,240+38.1% | $6,426+12.6% | $3,470+108.6% |
| Admin fee / account holder | $2,807 | $5,519-49.1% | $9,284-69.8% | $4,888-42.6% |