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 | $271,902 | $121,625+123.6% | $104,607+159.9% | $158,922+71.1% |
| Participation rate | 89.5% | 77.5%+11.9pp | 74.1%+15.4pp | 82.0%+7.5pp |
| Annual return | 13.21% | 465.26%-452.1pp | 340.46%-327.3pp | 302.83%-289.6pp |
| Employer contribution / active EE | $5,579 | $3,163+76.4% | $2,681+108.1% | $4,761+17.2% |
| Participant deferral / active EE | $11,142 | $4,177+166.7% | $3,740+198.0% | $5,982+86.3% |
| Admin fee / account holder | $5,845 | $7,787-24.9% | $6,473-9.7% | $11,246-48.0% |