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 | $403,336 | $148,534+171.5% | $135,903+196.8% | $139,434+189.3% |
| Participation rate | 92.3% | 83.9%+8.5pp | 81.9%+10.4pp | 80.3%+12.0pp |
| Annual return | 19.14% | 79.19%-60.1pp | 68.23%-49.1pp | 372.94%-353.8pp |
| Employer contribution / active EE | $3,880 | $5,243-26.0% | $4,856-20.1% | $4,751-18.3% |
| Participant deferral / active EE | $11,977 | $8,100+47.9% | $7,758+54.4% | $6,710+78.5% |
| Admin fee / account holder | $50,528 | $12,400+307.5% | $10,762+369.5% | $11,403+343.1% |