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 | $346,952 | $209,336+65.7% | $197,124+76.0% | $137,256+152.8% |
| Participation rate | 92.9% | 87.3%+5.6pp | 86.7%+6.1pp | 80.0%+12.9pp |
| Annual return | 15.73% | 48.09%-32.4pp | 44.34%-28.6pp | 220.34%-204.6pp |
| Employer contribution / active EE | $8,385 | $6,591+27.2% | $6,227+34.6% | $4,156+101.7% |
| Participant deferral / active EE | $16,695 | $9,614+73.6% | $9,135+82.8% | $6,407+160.6% |
| Admin fee / account holder | $7,918 | $17,308-54.2% | $16,298-51.4% | $12,270-35.5% |