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 | $283,418 | $148,534+90.8% | $135,903+108.5% | $139,434+103.3% |
| Participation rate | 81.8% | 83.9%-2.0pp | 81.9%-0.1pp | 80.3%+1.5pp |
| Annual return | 12.44% | 79.19%-66.8pp | 68.23%-55.8pp | 372.94%-360.5pp |
| Employer contribution / active EE | $7,659 | $5,243+46.1% | $4,856+57.7% | $4,751+61.2% |
| Participant deferral / active EE | $14,020 | $8,100+73.1% | $7,758+80.7% | $6,710+108.9% |
| Admin fee / account holder | $55,502 | $12,400+347.6% | $10,762+415.7% | $11,403+386.8% |