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 6-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 | $267,066 | $154,228+73.2% | $145,433+83.6% | $137,256+94.6% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 80.0%+8.9pp |
| Annual return | 17.36% | 74.59%-57.2pp | 66.58%-49.2pp | 220.34%-203.0pp |
| Employer contribution / active EE | $5,838 | $4,804+21.5% | $4,554+28.2% | $4,156+40.5% |
| Participant deferral / active EE | $14,516 | $8,216+76.7% | $7,897+83.8% | $6,407+126.6% |
| Admin fee / account holder | $37,302 | $14,344+160.1% | $13,129+184.1% | $12,270+204.0% |