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 | $305,810 | $172,111+77.7% | $150,298+103.5% | $137,256+122.8% |
| Participation rate | 92.3% | 81.7%+10.6pp | 77.8%+14.5pp | 80.0%+12.3pp |
| Annual return | 16.59% | 69.37%-52.8pp | 62.79%-46.2pp | 220.34%-203.7pp |
| Employer contribution / active EE | $11,249 | $4,636+142.6% | $4,154+170.8% | $4,156+170.7% |
| Participant deferral / active EE | $4,934 | $6,166-20.0% | $5,453-9.5% | $6,407-23.0% |
| Admin fee / account holder | $1,044 | $16,471-93.7% | $14,116-92.6% | $12,270-91.5% |