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 | $384,459 | $80,968+374.8% | $96,544+298.2% | $75,163+411.5% |
| Participation rate | 94.9% | 71.8%+23.1pp | 76.0%+18.9pp | 67.2%+27.7pp |
| Annual return | 25.15% | 27.06%-1.9pp | 25.84%-0.7pp | 160.62%-135.5pp |
| Employer contribution / active EE | $7,948 | $2,282+248.3% | $2,965+168.1% | $2,670+197.7% |
| Participant deferral / active EE | $3,030 | $3,928-22.9% | $4,851-37.5% | $4,125-26.6% |
| Admin fee / account holder | $9,112 | $6,724+35.5% | $8,252+10.4% | $5,651+61.2% |