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 5-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 | $345,649 | $185,822+86.0% | $169,993+103.3% | $139,434+147.9% |
| Participation rate | 87.5% | 87.8%-0.3pp | 87.0%+0.5pp | 80.3%+7.2pp |
| Annual return | 13.76% | 60.50%-46.7pp | 53.37%-39.6pp | 372.94%-359.2pp |
| Employer contribution / active EE | $21,438 | $7,590+182.4% | $6,785+215.9% | $4,751+351.2% |
| Participant deferral / active EE | $14,639 | $11,622+26.0% | $10,408+40.7% | $6,710+118.2% |
| Admin fee / account holder | $1,639 | $15,381-89.3% | $12,815-87.2% | $11,403-85.6% |