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 | $507,744 | $214,378+136.8% | $200,582+153.1% | $142,382+256.6% |
| Participation rate | 94.1% | 87.4%+6.7pp | 86.9%+7.2pp | 80.1%+14.0pp |
| Annual return | 14.49% | 46.41%-31.9pp | 42.33%-27.8pp | 217.08%-202.6pp |
| Employer contribution / active EE | $4,873 | $6,841-28.8% | $6,419-24.1% | $4,299+13.3% |
| Participant deferral / active EE | $14,380 | $9,865+45.8% | $9,331+54.1% | $6,507+121.0% |
| Admin fee / account holder | $52,393 | $17,692+196.1% | $16,305+221.3% | $12,624+315.0% |