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 | $416,971 | $148,534+180.7% | $135,903+206.8% | $139,434+199.0% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 28.00% | 79.19%-51.2pp | 68.23%-40.2pp | 372.94%-344.9pp |
| Employer contribution / active EE | $9,114 | $5,243+73.8% | $4,856+87.7% | $4,751+91.9% |
| Participant deferral / active EE | $8,941 | $8,100+10.4% | $7,758+15.2% | $6,710+33.2% |
| Admin fee / account holder | $1,380 | $12,400-88.9% | $10,762-87.2% | $11,403-87.9% |