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 | $307,085 | $74,888+310.1% | $71,209+331.2% | $142,382+115.7% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.1%+5.6pp |
| Annual return | 19.58% | 345.14%-325.6pp | 282.51%-262.9pp | 217.08%-197.5pp |
| Employer contribution / active EE | $5,858 | $2,854+105.2% | $2,721+115.3% | $4,299+36.3% |
| Participant deferral / active EE | $16,841 | $4,454+278.1% | $4,175+303.4% | $6,507+158.8% |
| Admin fee / account holder | $3,325 | $5,568-40.3% | $5,349-37.8% | $12,624-73.7% |