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 | $252,770 | $127,065+98.9% | $113,168+123.4% | $142,382+77.5% |
| Participation rate | 90.9% | 79.2%+11.7pp | 76.6%+14.3pp | 80.1%+10.8pp |
| Annual return | 16.42% | 24.03%-7.6pp | 24.27%-7.8pp | 217.08%-200.7pp |
| Employer contribution / active EE | $3,303 | $3,442-4.0% | $2,975+11.0% | $4,299-23.2% |
| Participant deferral / active EE | $5,656 | $5,716-1.1% | $5,107+10.8% | $6,507-13.1% |
| Admin fee / account holder | $4,469 | $15,736-71.6% | $12,068-63.0% | $12,624-64.6% |