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 | $258,003 | $172,111+49.9% | $150,298+71.7% | $137,256+88.0% |
| Participation rate | 94.1% | 81.7%+12.4pp | 77.8%+16.4pp | 80.0%+14.2pp |
| Annual return | 15.99% | 69.37%-53.4pp | 62.79%-46.8pp | 220.34%-204.3pp |
| Employer contribution / active EE | $2,768 | $4,636-40.3% | $4,154-33.4% | $4,156-33.4% |
| Participant deferral / active EE | $7,911 | $6,166+28.3% | $5,453+45.1% | $6,407+23.5% |
| Admin fee / account holder | $15,747 | $16,471-4.4% | $14,116+11.6% | $12,270+28.3% |