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 | $271,628 | $65,041+317.6% | $90,951+198.7% | $79,858+240.1% |
| Participation rate | 92.5% | 61.6%+30.8pp | 69.0%+23.4pp | 69.6%+22.8pp |
| Annual return | 11.50% | 30.45%-19.0pp | 134.60%-123.1pp | 31.71%-20.2pp |
| Employer contribution / active EE | $5,222 | $1,247+318.7% | $2,122+146.1% | $2,471+111.3% |
| Participant deferral / active EE | $8,171 | $2,512+225.3% | $3,373+142.2% | $3,740+118.5% |
| Admin fee / account holder | $3,580 | $4,536-21.1% | $5,959-39.9% | $5,306-32.5% |