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 | $321,874 | $177,572+81.3% | $154,803+107.9% | $142,382+126.1% |
| Participation rate | 90.0% | 82.1%+7.9pp | 78.1%+11.9pp | 80.1%+9.9pp |
| Annual return | 13.09% | 65.07%-52.0pp | 58.88%-45.8pp | 217.08%-204.0pp |
| Employer contribution / active EE | $4,154 | $4,810-13.7% | $4,305-3.5% | $4,299-3.4% |
| Participant deferral / active EE | $3,424 | $6,272-45.4% | $5,540-38.2% | $6,507-47.4% |
| Admin fee / account holder | $379 | $16,786-97.7% | $14,329-97.4% | $12,624-97.0% |