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 | $434,888 | $148,534+192.8% | $135,903+220.0% | $139,434+211.9% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 15.59% | 79.19%-63.6pp | 68.23%-52.6pp | 372.94%-357.4pp |
| Employer contribution / active EE | $2,190 | $5,243-58.2% | $4,856-54.9% | $4,751-53.9% |
| Participant deferral / active EE | $7,270 | $8,100-10.2% | $7,758-6.3% | $6,710+8.3% |
| Admin fee / account holder | $13,852 | $12,400+11.7% | $10,762+28.7% | $11,403+21.5% |