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 5-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 | $322,217 | $77,899+313.6% | $149,673+115.3% | $75,163+328.7% |
| Participation rate | 94.2% | 65.6%+28.7pp | 78.8%+15.5pp | 67.2%+27.0pp |
| Annual return | 15.88% | 31.72%-15.8pp | 134.42%-118.5pp | 160.62%-144.7pp |
| Employer contribution / active EE | $3,038 | $3,137-3.2% | $4,818-36.9% | $2,670+13.8% |
| Participant deferral / active EE | $5,605 | $3,411+64.3% | $5,680-1.3% | $4,125+35.9% |
| Admin fee / account holder | $31,870 | $5,956+435.1% | $13,210+141.3% | $5,651+464.0% |