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 | $268,786 | $226,064+18.9% | $182,532+47.3% | $152,861+75.8% |
| Participation rate | 81.3% | 82.5%-1.2pp | 78.0%+3.3pp | 82.4%-1.2pp |
| Annual return | 23.51% | 192.51%-169.0pp | 148.54%-125.0pp | 345.32%-321.8pp |
| Employer contribution / active EE | $1,014 | $4,978-79.6% | $4,076-75.1% | $4,762-78.7% |
| Participant deferral / active EE | $7,609 | $6,368+19.5% | $5,524+37.7% | $5,850+30.1% |
| Admin fee / account holder | $5,056 | $10,703-52.8% | $8,592-41.2% | $11,596-56.4% |