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 | $276,912 | $214,378+29.2% | $200,582+38.1% | $142,382+94.5% |
| Participation rate | 94.1% | 87.4%+6.7pp | 86.9%+7.2pp | 80.1%+14.0pp |
| Annual return | 18.66% | 46.41%-27.7pp | 42.33%-23.7pp | 217.08%-198.4pp |
| Employer contribution / active EE | $10,158 | $6,841+48.5% | $6,419+58.3% | $4,299+136.3% |
| Participant deferral / active EE | $8,805 | $9,865-10.7% | $9,331-5.6% | $6,507+35.3% |
| Admin fee / account holder | $8,154 | $17,692-53.9% | $16,305-50.0% | $12,624-35.4% |