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 | $326,953 | $117,983+177.1% | $101,794+221.2% | $142,382+129.6% |
| Participation rate | 93.8% | 74.2%+19.5pp | 69.2%+24.6pp | 80.1%+13.6pp |
| Annual return | 15.86% | 36.92%-21.1pp | 30.53%-14.7pp | 217.08%-201.2pp |
| Employer contribution / active EE | $19,472 | $2,773+602.3% | $2,289+750.7% | $4,299+352.9% |
| Participant deferral / active EE | $4,202 | $4,714-10.9% | $4,084+2.9% | $6,507-35.4% |
| Admin fee / account holder | $1,391 | $10,433-86.7% | $8,777-84.1% | $12,624-89.0% |