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 | $255,721 | $63,861+300.4% | $104,607+144.5% | $79,858+220.2% |
| Participation rate | 93.3% | 64.9%+28.4pp | 74.1%+19.3pp | 69.6%+23.7pp |
| Annual return | 13.81% | 21.30%-7.5pp | 340.46%-326.7pp | 31.71%-17.9pp |
| Employer contribution / active EE | $3,733 | $1,588+135.1% | $2,681+39.3% | $2,471+51.1% |
| Participant deferral / active EE | $9,140 | $2,693+239.3% | $3,740+144.4% | $3,740+144.4% |
| Admin fee / account holder | $36,216 | $4,185+765.4% | $6,473+459.5% | $5,306+582.5% |