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 | $299,299 | $114,381+161.7% | $107,525+178.4% | $142,382+110.2% |
| Participation rate | 84.6% | 78.1%+6.5pp | 75.1%+9.5pp | 80.1%+4.5pp |
| Annual return | 19.55% | 242.71%-223.2pp | 181.32%-161.8pp | 217.08%-197.5pp |
| Employer contribution / active EE | $4,497 | $4,015+12.0% | $3,754+19.8% | $4,299+4.6% |
| Participant deferral / active EE | $6,925 | $5,564+24.5% | $5,116+35.4% | $6,507+6.4% |
| Admin fee / account holder | $2,455 | $9,860-75.1% | $8,919-72.5% | $12,624-80.6% |