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 | $467,285 | $209,411+123.1% | $178,490+161.8% | $158,922+194.0% |
| Participation rate | 91.7% | 86.3%+5.3pp | 81.9%+9.7pp | 82.0%+9.7pp |
| Annual return | 15.16% | 188.75%-173.6pp | 151.07%-135.9pp | 302.83%-287.7pp |
| Employer contribution / active EE | $13,333 | $5,706+133.7% | $5,011+166.1% | $4,761+180.0% |
| Participant deferral / active EE | $18,792 | $5,954+215.6% | $5,202+261.3% | $5,982+214.1% |
| Admin fee / account holder | $1,684 | $17,074-90.1% | $13,984-88.0% | $11,246-85.0% |