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 7-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 | $316,339 | $197,591+60.1% | $177,821+77.9% | $158,922+99.1% |
| Participation rate | 76.9% | 88.5%-11.6pp | 87.7%-10.8pp | 82.0%-5.0pp |
| Annual return | 10.02% | 58.76%-48.7pp | 48.32%-38.3pp | 302.83%-292.8pp |
| Employer contribution / active EE | $24,030 | $6,697+258.8% | $5,918+306.0% | $4,761+404.7% |
| Participant deferral / active EE | $15,587 | $8,405+85.4% | $7,714+102.1% | $5,982+160.6% |
| Admin fee / account holder | $9,177 | $15,399-40.4% | $12,427-26.2% | $11,246-18.4% |