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 | $352,423 | $165,335+113.2% | $149,696+135.4% | $158,922+121.8% |
| Participation rate | 89.5% | 84.6%+4.9pp | 82.5%+7.0pp | 82.0%+7.5pp |
| Annual return | 11.86% | 348.15%-336.3pp | 276.60%-264.7pp | 302.83%-291.0pp |
| Employer contribution / active EE | $6,358 | $5,103+24.6% | $4,644+36.9% | $4,761+33.5% |
| Participant deferral / active EE | $12,089 | $7,181+68.3% | $6,842+76.7% | $5,982+102.1% |
| Admin fee / account holder | $5,273 | $10,807-51.2% | $9,309-43.4% | $11,246-53.1% |