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 8-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 | $298,121 | $159,602+86.8% | $150,045+98.7% | $142,382+109.4% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.3%+10.0pp | 80.1%+12.2pp |
| Annual return | 14.74% | 70.24%-55.5pp | 62.55%-47.8pp | 217.08%-202.3pp |
| Employer contribution / active EE | $17,462 | $4,961+252.0% | $4,693+272.1% | $4,299+306.2% |
| Participant deferral / active EE | $22,960 | $8,310+176.3% | $7,997+187.1% | $6,507+252.8% |
| Admin fee / account holder | $11,312 | $14,846-23.8% | $13,435-15.8% | $12,624-10.4% |