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 | $436,234 | $209,411+108.3% | $178,490+144.4% | $158,922+174.5% |
| Participation rate | 94.1% | 86.3%+7.8pp | 81.9%+12.2pp | 82.0%+12.2pp |
| Annual return | 19.79% | 188.75%-169.0pp | 151.07%-131.3pp | 302.83%-283.0pp |
| Employer contribution / active EE | $10,298 | $5,706+80.5% | $5,011+105.5% | $4,761+116.3% |
| Participant deferral / active EE | $13,826 | $5,954+132.2% | $5,202+165.8% | $5,982+131.1% |
| Admin fee / account holder | $8,592 | $17,074-49.7% | $13,984-38.6% | $11,246-23.6% |