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 | $484,927 | $157,256+208.4% | $141,162+243.5% | $152,861+217.2% |
| Participation rate | 92.9% | 84.8%+8.0pp | 82.5%+10.4pp | 82.4%+10.4pp |
| Annual return | 20.66% | 64.32%-43.7pp | 71.39%-50.7pp | 345.32%-324.7pp |
| Employer contribution / active EE | $4,655 | $5,261-11.5% | $4,735-1.7% | $4,762-2.2% |
| Participant deferral / active EE | $17,127 | $7,109+140.9% | $6,709+155.3% | $5,850+192.8% |
| Admin fee / account holder | $1,078 | $12,120-91.1% | $10,261-89.5% | $11,596-90.7% |