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 | $254,324 | $85,202+198.5% | $172,739+47.2% | $72,985+248.5% |
| Participation rate | 84.8% | 70.1%+14.7pp | 82.6%+2.1pp | 69.5%+15.3pp |
| Annual return | 18.87% | 27.32%-8.5pp | 802.84%-784.0pp | 81.00%-62.1pp |
| Employer contribution / active EE | $5,145 | $3,324+54.8% | $5,1430% | $2,440+110.9% |
| Participant deferral / active EE | $10,546 | $3,260+223.5% | $5,198+102.9% | $3,607+192.3% |
| Admin fee / account holder | $16,726 | $5,884+184.3% | $13,954+19.9% | $5,124+226.4% |