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 | $268,097 | $102,317+162.0% | $146,958+82.4% | $80,856+231.6% |
| Participation rate | 98.7% | 75.8%+22.9pp | 82.2%+16.6pp | 67.6%+31.1pp |
| Annual return | 15.20% | 134.76%-119.6pp | 418.34%-403.1pp | 35.59%-20.4pp |
| Employer contribution / active EE | $3,287 | $3,713-11.5% | $4,933-33.4% | $2,755+19.3% |
| Participant deferral / active EE | $11,694 | $6,644+76.0% | $8,070+44.9% | $4,296+172.2% |
| Admin fee / account holder | $6,049 | $7,941-23.8% | $12,998-53.5% | $6,918-12.6% |