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 | $461,166 | $159,602+188.9% | $150,045+207.4% | $142,382+223.9% |
| Participation rate | 94.1% | 84.0%+10.1pp | 82.3%+11.8pp | 80.1%+14.0pp |
| Annual return | 16.58% | 70.24%-53.7pp | 62.55%-46.0pp | 217.08%-200.5pp |
| Employer contribution / active EE | $22,244 | $4,961+348.4% | $4,693+374.0% | $4,299+417.4% |
| Participant deferral / active EE | $21,997 | $8,310+164.7% | $7,997+175.1% | $6,507+238.0% |
| Admin fee / account holder | $4,387 | $14,846-70.5% | $13,435-67.3% | $12,624-65.3% |