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 | $368,571 | $179,726+105.1% | $156,263+135.9% | $142,382+158.9% |
| Participation rate | 94.7% | 82.1%+12.7pp | 78.9%+15.8pp | 80.1%+14.6pp |
| Annual return | 12.88% | 77.86%-65.0pp | 59.47%-46.6pp | 217.08%-204.2pp |
| Employer contribution / active EE | $1,323 | $5,069-73.9% | $4,333-69.5% | $4,299-69.2% |
| Participant deferral / active EE | $3,139 | $6,956-54.9% | $6,158-49.0% | $6,507-51.8% |
| Admin fee / account holder | $32,527 | $17,272+88.3% | $14,255+128.2% | $12,624+157.7% |