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 | $479,655 | $209,336+129.1% | $197,124+143.3% | $137,256+249.5% |
| Participation rate | 94.4% | 87.3%+7.1pp | 86.7%+7.7pp | 80.0%+14.5pp |
| Annual return | 20.96% | 48.09%-27.1pp | 44.34%-23.4pp | 220.34%-199.4pp |
| Employer contribution / active EE | $4,331 | $6,591-34.3% | $6,227-30.5% | $4,156+4.2% |
| Participant deferral / active EE | $10,825 | $9,614+12.6% | $9,135+18.5% | $6,407+69.0% |
| Admin fee / account holder | $5,703 | $17,308-67.1% | $16,298-65.0% | $12,270-53.5% |