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 5-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 | $378,827 | $127,386+197.4% | $115,037+229.3% | $125,391+202.1% |
| Participation rate | 95.2% | 84.2%+11.1pp | 81.4%+13.9pp | 83.2%+12.0pp |
| Annual return | 1.18% | 31.28%-30.1pp | 26.14%-25.0pp | 282.22%-281.0pp |
| Employer contribution / active EE | $15,168 | $5,166+193.6% | $4,608+229.2% | $4,866+211.7% |
| Participant deferral / active EE | $7,864 | $6,423+22.4% | $6,026+30.5% | $5,352+46.9% |
| Admin fee / account holder | $20,820 | $9,516+118.8% | $8,175+154.7% | $9,540+118.2% |