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 | $259,067 | $78,705+229.2% | $117,854+119.8% | $70,131+269.4% |
| Participation rate | 97.0% | 73.2%+23.8pp | 79.7%+17.4pp | 69.5%+27.5pp |
| Annual return | 18.21% | 23.30%-5.1pp | 335.08%-316.9pp | 73.14%-54.9pp |
| Employer contribution / active EE | $4,902 | $2,223+120.5% | $3,786+29.5% | $2,342+109.3% |
| Participant deferral / active EE | $9,118 | $3,297+176.5% | $4,482+103.4% | $3,332+173.7% |
| Admin fee / account holder | $3,944 | $5,065-22.1% | $8,020-50.8% | $4,645-15.1% |