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 | $254,021 | $77,145+229.3% | $108,410+134.3% | $85,850+195.9% |
| Participation rate | 83.3% | 74.7%+8.7pp | 80.1%+3.2pp | 69.3%+14.0pp |
| Annual return | 15.65% | 44.54%-28.9pp | 905.27%-889.6pp | 318.53%-302.9pp |
| Employer contribution / active EE | $2,053 | $2,379-13.7% | $3,558-42.3% | $2,565-20.0% |
| Participant deferral / active EE | $5,917 | $5,566+6.3% | $6,563-9.8% | $3,952+49.7% |
| Admin fee / account holder | $47,399 | $5,172+816.5% | $7,295+549.7% | $6,260+657.2% |