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 | $298,989 | $148,534+101.3% | $135,903+120.0% | $139,434+114.4% |
| Participation rate | 91.7% | 83.9%+7.8pp | 81.9%+9.8pp | 80.3%+11.3pp |
| Annual return | 16.26% | 79.19%-62.9pp | 68.23%-52.0pp | 372.94%-356.7pp |
| Employer contribution / active EE | $1,422 | $5,243-72.9% | $4,856-70.7% | $4,751-70.1% |
| Participant deferral / active EE | $11,403 | $8,100+40.8% | $7,758+47.0% | $6,710+69.9% |
| Admin fee / account holder | $4,065 | $12,400-67.2% | $10,762-62.2% | $11,403-64.4% |