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 | $366,717 | $77,634+372.4% | $156,549+134.3% | $62,891+483.1% |
| Participation rate | 87.1% | 71.2%+15.9pp | 84.0%+3.1pp | 69.3%+17.8pp |
| Annual return | 7.64% | 50.32%-42.7pp | 32.23%-24.6pp | 20.14%-12.5pp |
| Employer contribution / active EE | $7,708 | $3,444+123.8% | $5,501+40.1% | $2,281+238.0% |
| Participant deferral / active EE | $3,931 | $3,045+29.1% | $4,871-19.3% | $3,203+22.7% |
| Admin fee / account holder | $4,835 | $5,561-13.1% | $13,027-62.9% | $4,296+12.5% |