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 | $314,601 | $124,281+153.1% | $109,143+188.2% | $167,490+87.8% |
| Participation rate | 94.4% | 79.4%+15.0pp | 75.9%+18.6pp | 82.1%+12.3pp |
| Annual return | 12.20% | 26.04%-13.8pp | 25.75%-13.5pp | 478.56%-466.4pp |
| Employer contribution / active EE | $16,220 | $4,207+285.5% | $3,722+335.8% | $4,837+235.3% |
| Participant deferral / active EE | $6,259 | $5,255+19.1% | $4,653+34.5% | $6,341-1.3% |
| Admin fee / account holder | $11,428 | $7,970+43.4% | $6,752+69.2% | $12,309-7.2% |