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 | $406,920 | $209,411+94.3% | $178,490+128.0% | $158,922+156.0% |
| Participation rate | 88.9% | 86.3%+2.5pp | 81.9%+7.0pp | 82.0%+6.9pp |
| Annual return | 13.79% | 188.75%-175.0pp | 151.07%-137.3pp | 302.83%-289.0pp |
| Employer contribution / active EE | $13,848 | $5,706+142.7% | $5,011+176.4% | $4,761+190.8% |
| Participant deferral / active EE | $8,557 | $5,954+43.7% | $5,202+64.5% | $5,982+43.0% |
| Admin fee / account holder | $3,083 | $17,074-81.9% | $13,984-78.0% | $11,246-72.6% |