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 | $327,544 | $154,228+112.4% | $145,433+125.2% | $137,256+138.6% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 80.0%+8.9pp |
| Annual return | 18.12% | 74.59%-56.5pp | 66.58%-48.5pp | 220.34%-202.2pp |
| Employer contribution / active EE | $7,271 | $4,804+51.4% | $4,554+59.7% | $4,156+75.0% |
| Participant deferral / active EE | $12,580 | $8,216+53.1% | $7,897+59.3% | $6,407+96.3% |
| Admin fee / account holder | $172,759 | $14,344+1104.4% | $13,129+1215.9% | $12,270+1308.0% |