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 | $282,219 | $172,478+63.6% | $145,661+93.7% | $142,382+98.2% |
| Participation rate | 83.3% | 80.1%+3.2pp | 77.2%+6.1pp | 80.1%+3.2pp |
| Annual return | 18.02% | 151.09%-133.1pp | 101.46%-83.4pp | 217.08%-199.1pp |
| Employer contribution / active EE | $5,335 | $4,899+8.9% | $4,238+25.9% | $4,299+24.1% |
| Participant deferral / active EE | $19,134 | $8,348+129.2% | $7,198+165.8% | $6,507+194.0% |
| Admin fee / account holder | $5,491 | $16,864-67.4% | $12,466-56.0% | $12,624-56.5% |