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 | $357,679 | $105,126+240.2% | $94,646+277.9% | $139,434+156.5% |
| Participation rate | 93.3% | 82.4%+11.0pp | 80.8%+12.5pp | 80.3%+13.0pp |
| Annual return | 20.91% | 38.03%-17.1pp | 156.71%-135.8pp | 372.94%-352.0pp |
| Employer contribution / active EE | $4,584 | $4,106+11.7% | $3,672+24.8% | $4,751-3.5% |
| Participant deferral / active EE | $4,258 | $7,599-44.0% | $7,418-42.6% | $6,710-36.5% |
| Admin fee / account holder | $8,917 | $8,984-0.7% | $7,231+23.3% | $11,403-21.8% |