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 | $393,601 | $72,071+446.1% | $68,368+475.7% | $137,256+186.8% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.0%+3.4pp |
| Annual return | 14.72% | 353.14%-338.4pp | 292.57%-277.9pp | 220.34%-205.6pp |
| Employer contribution / active EE | $1,998 | $2,788-28.3% | $2,649-24.6% | $4,156-51.9% |
| Participant deferral / active EE | $12,055 | $4,410+173.4% | $4,123+192.4% | $6,407+88.2% |
| Admin fee / account holder | $9,550 | $5,336+79.0% | $5,150+85.4% | $12,270-22.2% |