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 | $258,909 | $124,319+108.3% | $111,297+132.6% | $167,490+54.6% |
| Participation rate | 95.0% | 79.6%+15.4pp | 77.3%+17.7pp | 82.1%+12.9pp |
| Annual return | 15.07% | 37.44%-22.4pp | 54.65%-39.6pp | 478.56%-463.5pp |
| Employer contribution / active EE | $3,570 | $3,435+3.9% | $2,731+30.7% | $4,837-26.2% |
| Participant deferral / active EE | $5,985 | $5,180+15.5% | $4,487+33.4% | $6,341-5.6% |
| Admin fee / account holder | $4,904 | $10,618-53.8% | $7,964-38.4% | $12,309-60.2% |