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 | $356,778 | $165,335+115.8% | $149,696+138.3% | $158,922+124.5% |
| Participation rate | 95.5% | 84.6%+10.9pp | 82.5%+13.0pp | 82.0%+13.5pp |
| Annual return | 13.59% | 348.15%-334.6pp | 276.60%-263.0pp | 302.83%-289.2pp |
| Employer contribution / active EE | $3,589 | $5,103-29.7% | $4,644-22.7% | $4,761-24.6% |
| Participant deferral / active EE | $6,473 | $7,181-9.9% | $6,842-5.4% | $5,982+8.2% |
| Admin fee / account holder | $972 | $10,807-91.0% | $9,309-89.6% | $11,246-91.4% |