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 | $387,090 | $179,726+115.4% | $156,263+147.7% | $142,382+171.9% |
| Participation rate | 95.2% | 82.1%+13.2pp | 78.9%+16.3pp | 80.1%+15.1pp |
| Annual return | 16.04% | 77.86%-61.8pp | 59.47%-43.4pp | 217.08%-201.0pp |
| Employer contribution / active EE | $7,819 | $5,069+54.2% | $4,333+80.4% | $4,299+81.9% |
| Participant deferral / active EE | $13,608 | $6,956+95.6% | $6,158+121.0% | $6,507+109.1% |
| Admin fee / account holder | $12,878 | $17,272-25.4% | $14,255-9.7% | $12,624+2.0% |