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 | $445,223 | $172,111+158.7% | $150,298+196.2% | $137,256+224.4% |
| Participation rate | 91.7% | 81.7%+10.0pp | 77.8%+13.9pp | 80.0%+11.7pp |
| Annual return | 12.80% | 69.37%-56.6pp | 62.79%-50.0pp | 220.34%-207.5pp |
| Employer contribution / active EE | $13,762 | $4,636+196.8% | $4,154+231.3% | $4,156+231.1% |
| Participant deferral / active EE | $11,182 | $6,166+81.4% | $5,453+105.1% | $6,407+74.5% |
| Admin fee / account holder | $2,710 | $16,471-83.5% | $14,116-80.8% | $12,270-77.9% |