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 | $261,303 | $74,888+248.9% | $71,209+267.0% | $142,382+83.5% |
| Participation rate | 93.8% | 76.2%+17.5pp | 73.8%+20.0pp | 80.1%+13.6pp |
| Annual return | 15.86% | 345.14%-329.3pp | 282.51%-266.7pp | 217.08%-201.2pp |
| Employer contribution / active EE | $11,486 | $2,854+302.4% | $2,721+322.1% | $4,299+167.2% |
| Participant deferral / active EE | $6,945 | $4,454+55.9% | $4,175+66.3% | $6,507+6.7% |
| Admin fee / account holder | $13,497 | $5,568+142.4% | $5,349+152.3% | $12,624+6.9% |