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 | $383,514 | $95,561+301.3% | $77,163+397.0% | $139,434+175.1% |
| Participation rate | 92.9% | 73.9%+18.9pp | 69.6%+23.3pp | 80.3%+12.5pp |
| Annual return | 27.38% | 54.92%-27.5pp | 37.87%-10.5pp | 372.94%-345.6pp |
| Employer contribution / active EE | $7,854 | $3,147+149.5% | $2,535+209.8% | $4,751+65.3% |
| Participant deferral / active EE | $7,032 | $4,624+52.1% | $3,833+83.4% | $6,710+4.8% |
| Admin fee / account holder | $2,377 | $8,295-71.3% | $5,472-56.6% | $11,403-79.2% |