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 | $337,565 | $197,591+70.8% | $177,821+89.8% | $158,922+112.4% |
| Participation rate | 95.8% | 88.5%+7.3pp | 87.7%+8.1pp | 82.0%+13.9pp |
| Annual return | 20.27% | 58.76%-38.5pp | 48.32%-28.0pp | 302.83%-282.6pp |
| Employer contribution / active EE | $11,583 | $6,697+73.0% | $5,918+95.7% | $4,761+143.3% |
| Participant deferral / active EE | $18,646 | $8,405+121.9% | $7,714+141.7% | $5,982+211.7% |
| Admin fee / account holder | $4,689 | $15,399-69.6% | $12,427-62.3% | $11,246-58.3% |