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 | $259,289 | $77,634+234.0% | $156,549+65.6% | $62,891+312.3% |
| Participation rate | 92.6% | 71.2%+21.4pp | 84.0%+8.6pp | 69.3%+23.3pp |
| Annual return | 9.35% | 50.32%-41.0pp | 32.23%-22.9pp | 20.14%-10.8pp |
| Employer contribution / active EE | $29,931 | $3,444+769.2% | $5,501+444.1% | $2,281+1212.3% |
| Participant deferral / active EE | $9,992 | $3,045+228.1% | $4,871+105.1% | $3,203+212.0% |
| Admin fee / account holder | $22,326 | $5,561+301.5% | $13,027+71.4% | $4,296+419.7% |