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 | $424,995 | $172,111+146.9% | $150,298+182.8% | $137,256+209.6% |
| Participation rate | 93.3% | 81.7%+11.6pp | 77.8%+15.6pp | 80.0%+13.4pp |
| Annual return | 17.16% | 69.37%-52.2pp | 62.79%-45.6pp | 220.34%-203.2pp |
| Employer contribution / active EE | $6,931 | $4,636+49.5% | $4,154+66.8% | $4,156+66.8% |
| Participant deferral / active EE | $5,483 | $6,166-11.1% | $5,453+0.6% | $6,407-14.4% |
| Admin fee / account holder | $18,256 | $16,471+10.8% | $14,116+29.3% | $12,270+48.8% |