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 | $371,843 | $177,572+109.4% | $154,803+140.2% | $142,382+161.2% |
| Participation rate | 95.2% | 82.1%+13.2pp | 78.1%+17.2pp | 80.1%+15.1pp |
| Annual return | 15.19% | 65.07%-49.9pp | 58.88%-43.7pp | 217.08%-201.9pp |
| Employer contribution / active EE | $10,889 | $4,810+126.4% | $4,305+152.9% | $4,299+153.3% |
| Participant deferral / active EE | $11,000 | $6,272+75.4% | $5,540+98.5% | $6,507+69.0% |
| Admin fee / account holder | $4,861 | $16,786-71.0% | $14,329-66.1% | $12,624-61.5% |