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 | $279,612 | $107,334+160.5% | $92,893+201.0% | $152,861+82.9% |
| Participation rate | 91.7% | 79.8%+11.9pp | 76.0%+15.7pp | 82.4%+9.2pp |
| Annual return | 20.72% | 145.58%-124.9pp | 109.41%-88.7pp | 345.32%-324.6pp |
| Employer contribution / active EE | $7,108 | $4,221+68.4% | $3,653+94.6% | $4,762+49.2% |
| Participant deferral / active EE | $7,716 | $4,845+59.3% | $4,236+82.1% | $5,850+31.9% |
| Admin fee / account holder | $1,151 | $7,079-83.7% | $5,794-80.1% | $11,596-90.1% |