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 | $260,074 | $92,798+180.3% | $96,707+168.9% | $137,256+89.5% |
| Participation rate | 90.9% | 81.6%+9.3pp | 80.4%+10.6pp | 80.0%+10.9pp |
| Annual return | 14.20% | 31.24%-17.0pp | 34.78%-20.6pp | 220.34%-206.1pp |
| Employer contribution / active EE | $10,758 | $4,147+159.4% | $4,191+156.7% | $4,156+158.9% |
| Participant deferral / active EE | $22,040 | $5,877+275.1% | $5,997+267.5% | $6,407+244.0% |
| Admin fee / account holder | $294,329 | $7,946+3604.3% | $7,503+3822.9% | $12,270+2298.7% |