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 | $287,976 | $152,460+88.9% | $118,746+142.5% | $147,584+95.1% |
| Participation rate | 92.3% | 82.3%+10.0pp | 78.3%+14.0pp | 82.8%+9.5pp |
| Annual return | 17.37% | 17.41%0pp | 24.54%-7.2pp | 578.55%-561.2pp |
| Employer contribution / active EE | $24,883 | $5,046+393.1% | $4,193+493.5% | $4,876+410.3% |
| Participant deferral / active EE | $14,875 | $6,212+139.4% | $5,332+179.0% | $5,439+173.5% |
| Admin fee / account holder | $8,636 | $16,953-49.1% | $10,720-19.4% | $10,885-20.7% |