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 | $398,620 | $177,572+124.5% | $154,803+157.5% | $142,382+180.0% |
| Participation rate | 95.0% | 82.1%+12.9pp | 78.1%+16.9pp | 80.1%+14.9pp |
| Annual return | 14.32% | 65.07%-50.8pp | 58.88%-44.6pp | 217.08%-202.8pp |
| Employer contribution / active EE | $5,608 | $4,810+16.6% | $4,305+30.3% | $4,299+30.4% |
| Participant deferral / active EE | $7,116 | $6,272+13.5% | $5,540+28.4% | $6,507+9.4% |
| Admin fee / account holder | $12,157 | $16,786-27.6% | $14,329-15.2% | $12,624-3.7% |