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 | $306,862 | $177,572+72.8% | $154,803+98.2% | $142,382+115.5% |
| Participation rate | 90.5% | 82.1%+8.4pp | 78.1%+12.4pp | 80.1%+10.4pp |
| Annual return | 17.46% | 65.07%-47.6pp | 58.88%-41.4pp | 217.08%-199.6pp |
| Employer contribution / active EE | $10,871 | $4,810+126.0% | $4,305+152.5% | $4,299+152.9% |
| Participant deferral / active EE | $8,658 | $6,272+38.0% | $5,540+56.3% | $6,507+33.0% |
| Admin fee / account holder | $13,045 | $16,786-22.3% | $14,329-9.0% | $12,624+3.3% |