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 | $336,304 | $148,534+126.4% | $135,903+147.5% | $139,434+141.2% |
| Participation rate | 94.4% | 83.9%+10.6pp | 81.9%+12.5pp | 80.3%+14.1pp |
| Annual return | 19.13% | 79.19%-60.1pp | 68.23%-49.1pp | 372.94%-353.8pp |
| Employer contribution / active EE | $7,163 | $5,243+36.6% | $4,856+47.5% | $4,751+50.8% |
| Participant deferral / active EE | $9,558 | $8,100+18.0% | $7,758+23.2% | $6,710+42.4% |
| Admin fee / account holder | $8,891 | $12,400-28.3% | $10,762-17.4% | $11,403-22.0% |