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 | $420,506 | $209,411+100.8% | $178,490+135.6% | $158,922+164.6% |
| Participation rate | 88.9% | 86.3%+2.5pp | 81.9%+7.0pp | 82.0%+6.9pp |
| Annual return | 10.82% | 188.75%-177.9pp | 151.07%-140.2pp | 302.83%-292.0pp |
| Employer contribution / active EE | $15,875 | $5,706+178.2% | $5,011+216.8% | $4,761+233.4% |
| Participant deferral / active EE | $7,053 | $5,954+18.4% | $5,202+35.6% | $5,982+17.9% |
| Admin fee / account holder | $7,404 | $17,074-56.6% | $13,984-47.1% | $11,246-34.2% |