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 | $257,905 | $63,861+303.9% | $104,607+146.5% | $79,858+223.0% |
| Participation rate | 84.0% | 64.9%+19.1pp | 74.1%+9.9pp | 69.6%+14.4pp |
| Annual return | 13.34% | 21.30%-8.0pp | 340.46%-327.1pp | 31.71%-18.4pp |
| Employer contribution / active EE | $4,000 | $1,588+151.8% | $2,681+49.2% | $2,471+61.9% |
| Participant deferral / active EE | $3,612 | $2,693+34.1% | $3,740-3.4% | $3,740-3.4% |
| Admin fee / account holder | $2,105 | $4,185-49.7% | $6,473-67.5% | $5,306-60.3% |