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 | $360,034 | $177,572+102.8% | $154,803+132.6% | $142,382+152.9% |
| Participation rate | 82.6% | 82.1%+0.6pp | 78.1%+4.5pp | 80.1%+2.5pp |
| Annual return | 14.21% | 65.07%-50.9pp | 58.88%-44.7pp | 217.08%-202.9pp |
| Employer contribution / active EE | $10,701 | $4,810+122.4% | $4,305+148.5% | $4,299+148.9% |
| Participant deferral / active EE | $8,692 | $6,272+38.6% | $5,540+56.9% | $6,507+33.6% |
| Admin fee / account holder | $1,897 | $16,786-88.7% | $14,329-86.8% | $12,624-85.0% |