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 | $315,200 | $74,888+320.9% | $71,209+342.6% | $142,382+121.4% |
| Participation rate | 91.3% | 76.2%+15.1pp | 73.8%+17.6pp | 80.1%+11.2pp |
| Annual return | 16.34% | 345.14%-328.8pp | 282.51%-266.2pp | 217.08%-200.7pp |
| Employer contribution / active EE | $4,239 | $2,854+48.5% | $2,721+55.8% | $4,299-1.4% |
| Participant deferral / active EE | $6,566 | $4,454+47.4% | $4,175+57.3% | $6,507+0.9% |
| Admin fee / account holder | $8,050 | $5,568+44.6% | $5,349+50.5% | $12,624-36.2% |