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 | $275,466 | $177,572+55.1% | $154,803+77.9% | $142,382+93.5% |
| Participation rate | 95.7% | 82.1%+13.6pp | 78.1%+17.6pp | 80.1%+15.5pp |
| Annual return | 19.65% | 65.07%-45.4pp | 58.88%-39.2pp | 217.08%-197.4pp |
| Employer contribution / active EE | $5,384 | $4,810+11.9% | $4,305+25.0% | $4,299+25.2% |
| Participant deferral / active EE | $12,470 | $6,272+98.8% | $5,540+125.1% | $6,507+91.6% |
| Admin fee / account holder | $5,030 | $16,786-70.0% | $14,329-64.9% | $12,624-60.2% |