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 6-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 | $271,295 | $77,314+250.9% | $177,989+52.4% | $80,856+235.5% |
| Participation rate | 96.8% | 65.7%+31.1pp | 77.1%+19.7pp | 67.6%+29.1pp |
| Annual return | 16.21% | 18.09%-1.9pp | 294.48%-278.3pp | 35.59%-19.4pp |
| Employer contribution / active EE | $5,192 | $2,292+126.5% | $3,949+31.5% | $2,755+88.5% |
| Participant deferral / active EE | $13,449 | $4,411+204.9% | $6,276+114.3% | $4,296+213.1% |
| Admin fee / account holder | $13,823 | $7,191+92.2% | $10,363+33.4% | $6,918+99.8% |