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 | $436,761 | $111,754+290.8% | $103,333+322.7% | $145,922+199.3% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 16.59% | 24.77%-8.2pp | 24.88%-8.3pp | 561.29%-544.7pp |
| Employer contribution / active EE | $7,612 | $4,212+80.7% | $3,868+96.8% | $4,660+63.4% |
| Participant deferral / active EE | $5,708 | $5,619+1.6% | $5,057+12.9% | $6,688-14.6% |
| Admin fee / account holder | $145,577 | $9,750+1393.1% | $8,355+1642.5% | $13,397+986.6% |