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 | $286,552 | $78,705+264.1% | $117,854+143.1% | $70,131+308.6% |
| Participation rate | 96.7% | 73.2%+23.5pp | 79.7%+17.0pp | 69.5%+27.1pp |
| Annual return | 15.29% | 23.30%-8.0pp | 335.08%-319.8pp | 73.14%-57.9pp |
| Employer contribution / active EE | $12,635 | $2,223+468.3% | $3,786+233.7% | $2,342+439.4% |
| Participant deferral / active EE | $8,088 | $3,297+145.3% | $4,482+80.5% | $3,332+142.8% |
| Admin fee / account holder | $2,384 | $5,065-52.9% | $8,020-70.3% | $4,645-48.7% |