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 7-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 | $251,963 | $165,335+52.4% | $149,696+68.3% | $158,922+58.5% |
| Participation rate | 92.3% | 84.6%+7.7pp | 82.5%+9.8pp | 82.0%+10.3pp |
| Annual return | 16.98% | 348.15%-331.2pp | 276.60%-259.6pp | 302.83%-285.8pp |
| Employer contribution / active EE | $4,085 | $5,103-19.9% | $4,644-12.0% | $4,761-14.2% |
| Participant deferral / active EE | $11,714 | $7,181+63.1% | $6,842+71.2% | $5,982+95.8% |
| Admin fee / account holder | $6,207 | $10,807-42.6% | $9,309-33.3% | $11,246-44.8% |