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 | $297,365 | $117,983+152.0% | $101,794+192.1% | $142,382+108.8% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.2%+16.5pp | 80.1%+5.6pp |
| Annual return | 16.01% | 36.92%-20.9pp | 30.53%-14.5pp | 217.08%-201.1pp |
| Employer contribution / active EE | $4,766 | $2,773+71.9% | $2,289+108.2% | $4,299+10.9% |
| Participant deferral / active EE | $5,201 | $4,714+10.3% | $4,084+27.3% | $6,507-20.1% |
| Admin fee / account holder | $20,526 | $10,433+96.7% | $8,777+133.9% | $12,624+62.6% |