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 | $284,983 | $179,726+58.6% | $156,263+82.4% | $142,382+100.2% |
| Participation rate | 94.7% | 82.1%+12.7pp | 78.9%+15.8pp | 80.1%+14.6pp |
| Annual return | 17.41% | 77.86%-60.4pp | 59.47%-42.1pp | 217.08%-199.7pp |
| Employer contribution / active EE | $7,019 | $5,069+38.5% | $4,333+62.0% | $4,299+63.3% |
| Participant deferral / active EE | $14,373 | $6,956+106.6% | $6,158+133.4% | $6,507+120.9% |
| Admin fee / account holder | $5,557 | $17,272-67.8% | $14,255-61.0% | $12,624-56.0% |