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 | $313,236 | $148,534+110.9% | $135,903+130.5% | $139,434+124.6% |
| Participation rate | 95.2% | 83.9%+11.4pp | 81.9%+13.3pp | 80.3%+14.9pp |
| Annual return | 20.77% | 79.19%-58.4pp | 68.23%-47.5pp | 372.94%-352.2pp |
| Employer contribution / active EE | $3,962 | $5,243-24.4% | $4,856-18.4% | $4,751-16.6% |
| Participant deferral / active EE | $14,952 | $8,100+84.6% | $7,758+92.7% | $6,710+122.8% |
| Admin fee / account holder | $6,121 | $12,400-50.6% | $10,762-43.1% | $11,403-46.3% |