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 | $342,901 | $157,256+118.1% | $141,162+142.9% | $152,861+124.3% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.4%+5.1pp |
| Annual return | 24.33% | 64.32%-40.0pp | 71.39%-47.1pp | 345.32%-321.0pp |
| Employer contribution / active EE | $17,825 | $5,261+238.8% | $4,735+276.4% | $4,762+274.3% |
| Participant deferral / active EE | $13,133 | $7,109+84.7% | $6,709+95.8% | $5,850+124.5% |
| Admin fee / account holder | $6,198 | $12,120-48.9% | $10,261-39.6% | $11,596-46.6% |