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 | $442,077 | $165,335+167.4% | $149,696+195.3% | $158,922+178.2% |
| Participation rate | 94.4% | 84.6%+9.9pp | 82.5%+12.0pp | 82.0%+12.5pp |
| Annual return | 15.23% | 348.15%-332.9pp | 276.60%-261.4pp | 302.83%-287.6pp |
| Employer contribution / active EE | $1,724 | $5,103-66.2% | $4,644-62.9% | $4,761-63.8% |
| Participant deferral / active EE | $5,238 | $7,181-27.1% | $6,842-23.4% | $5,982-12.4% |
| Admin fee / account holder | $10,542 | $10,807-2.5% | $9,309+13.2% | $11,246-6.3% |