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 | $289,987 | $214,378+35.3% | $200,582+44.6% | $142,382+103.7% |
| Participation rate | 95.0% | 87.4%+7.6pp | 86.9%+8.1pp | 80.1%+14.9pp |
| Annual return | 13.36% | 46.41%-33.0pp | 42.33%-29.0pp | 217.08%-203.7pp |
| Employer contribution / active EE | $8,204 | $6,841+19.9% | $6,419+27.8% | $4,299+90.8% |
| Participant deferral / active EE | $8,052 | $9,865-18.4% | $9,331-13.7% | $6,507+23.7% |
| Admin fee / account holder | $28,978 | $17,692+63.8% | $16,305+77.7% | $12,624+129.6% |