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 | $251,451 | $91,190+175.7% | $178,490+40.9% | $79,858+214.9% |
| Participation rate | 96.6% | 69.2%+27.4pp | 81.9%+14.7pp | 69.6%+27.0pp |
| Annual return | 16.52% | 24.19%-7.7pp | 151.07%-134.6pp | 31.71%-15.2pp |
| Employer contribution / active EE | $4,580 | $3,256+40.7% | $5,011-8.6% | $2,471+85.4% |
| Participant deferral / active EE | $7,327 | $3,236+126.4% | $5,202+40.9% | $3,740+95.9% |
| Admin fee / account holder | $33,440 | $6,751+395.3% | $13,984+139.1% | $5,306+530.2% |