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 9-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 | $438,523 | $209,411+109.4% | $178,490+145.7% | $158,922+175.9% |
| Participation rate | 87.5% | 86.3%+1.2pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 19.19% | 188.75%-169.6pp | 151.07%-131.9pp | 302.83%-283.6pp |
| Employer contribution / active EE | $8,773 | $5,706+53.7% | $5,011+75.1% | $4,761+84.3% |
| Participant deferral / active EE | $7,274 | $5,954+22.2% | $5,202+39.8% | $5,982+21.6% |
| Admin fee / account holder | $4,371 | $17,074-74.4% | $13,984-68.7% | $11,246-61.1% |