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 | $269,927 | $144,119+87.3% | $117,854+129.0% | $147,584+82.9% |
| Participation rate | 95.5% | 83.4%+12.0pp | 79.7%+15.8pp | 82.8%+12.6pp |
| Annual return | 14.82% | 531.15%-516.3pp | 335.08%-320.3pp | 578.55%-563.7pp |
| Employer contribution / active EE | $4,706 | $4,896-3.9% | $3,786+24.3% | $4,876-3.5% |
| Participant deferral / active EE | $5,330 | $5,316+0.3% | $4,482+18.9% | $5,439-2.0% |
| Admin fee / account holder | $4,398 | $10,886-59.6% | $8,020-45.2% | $10,885-59.6% |