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 | $369,667 | $172,111+114.8% | $150,298+146.0% | $137,256+169.3% |
| Participation rate | 91.3% | 81.7%+9.6pp | 77.8%+13.5pp | 80.0%+11.3pp |
| Annual return | 14.09% | 69.37%-55.3pp | 62.79%-48.7pp | 220.34%-206.3pp |
| Employer contribution / active EE | $8,954 | $4,636+93.1% | $4,154+115.5% | $4,156+115.4% |
| Participant deferral / active EE | $12,642 | $6,166+105.0% | $5,453+131.9% | $6,407+97.3% |
| Admin fee / account holder | $5,944 | $16,471-63.9% | $14,116-57.9% | $12,270-51.6% |