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 | $333,951 | $72,071+363.4% | $68,368+388.5% | $137,256+143.3% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.0%+5.8pp |
| Annual return | 21.71% | 353.14%-331.4pp | 292.57%-270.9pp | 220.34%-198.6pp |
| Employer contribution / active EE | $3,012 | $2,788+8.0% | $2,649+13.7% | $4,156-27.5% |
| Participant deferral / active EE | $14,275 | $4,410+223.7% | $4,123+246.2% | $6,407+122.8% |
| Admin fee / account holder | $23,011 | $5,336+331.3% | $5,150+346.8% | $12,270+87.5% |