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 | $385,071 | $127,065+203.1% | $113,168+240.3% | $142,382+170.4% |
| Participation rate | 91.7% | 79.2%+12.5pp | 76.6%+15.1pp | 80.1%+11.5pp |
| Annual return | 14.34% | 24.03%-9.7pp | 24.27%-9.9pp | 217.08%-202.7pp |
| Employer contribution / active EE | $4,532 | $3,442+31.7% | $2,975+52.3% | $4,299+5.4% |
| Participant deferral / active EE | $11,135 | $5,716+94.8% | $5,107+118.0% | $6,507+71.1% |
| Admin fee / account holder | $45,613 | $15,736+189.9% | $12,068+278.0% | $12,624+261.3% |