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 | $335,283 | $148,534+125.7% | $135,903+146.7% | $139,434+140.5% |
| Participation rate | 89.5% | 83.9%+5.6pp | 81.9%+7.6pp | 80.3%+9.2pp |
| Annual return | 19.26% | 79.19%-59.9pp | 68.23%-49.0pp | 372.94%-353.7pp |
| Employer contribution / active EE | $7,952 | $5,243+51.7% | $4,856+63.8% | $4,751+67.4% |
| Participant deferral / active EE | $14,034 | $8,100+73.3% | $7,758+80.9% | $6,710+109.1% |
| Admin fee / account holder | $8,463 | $12,400-31.7% | $10,762-21.4% | $11,403-25.8% |