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 | $257,712 | $127,065+102.8% | $113,168+127.7% | $142,382+81.0% |
| Participation rate | 94.7% | 79.2%+15.5pp | 76.6%+18.2pp | 80.1%+14.6pp |
| Annual return | 14.23% | 24.03%-9.8pp | 24.27%-10.0pp | 217.08%-202.8pp |
| Employer contribution / active EE | $5,016 | $3,442+45.7% | $2,975+68.6% | $4,299+16.7% |
| Participant deferral / active EE | $6,585 | $5,716+15.2% | $5,107+28.9% | $6,507+1.2% |
| Admin fee / account holder | $2,569 | $15,736-83.7% | $12,068-78.7% | $12,624-79.7% |