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 | $317,044 | $159,602+98.6% | $150,045+111.3% | $142,382+122.7% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.3%+9.3pp | 80.1%+11.5pp |
| Annual return | 13.19% | 70.24%-57.0pp | 62.55%-49.4pp | 217.08%-203.9pp |
| Employer contribution / active EE | $4,688 | $4,961-5.5% | $4,693-0.1% | $4,299+9.1% |
| Participant deferral / active EE | $14,880 | $8,310+79.1% | $7,997+86.1% | $6,507+128.7% |
| Admin fee / account holder | $32,728 | $14,846+120.4% | $13,435+143.6% | $12,624+159.3% |