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 | $304,413 | $114,381+166.1% | $107,525+183.1% | $142,382+113.8% |
| Participation rate | 91.7% | 78.1%+13.5pp | 75.1%+16.6pp | 80.1%+11.5pp |
| Annual return | 12.18% | 242.71%-230.5pp | 181.32%-169.1pp | 217.08%-204.9pp |
| Employer contribution / active EE | $4,758 | $4,015+18.5% | $3,754+26.8% | $4,299+10.7% |
| Participant deferral / active EE | $7,907 | $5,564+42.1% | $5,116+54.6% | $6,507+21.5% |
| Admin fee / account holder | $978 | $9,860-90.1% | $8,919-89.0% | $12,624-92.3% |