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 | $405,470 | $157,256+157.8% | $141,162+187.2% | $152,861+165.3% |
| Participation rate | 82.4% | 84.8%-2.5pp | 82.5%-0.1pp | 82.4%-0.1pp |
| Annual return | 24.46% | 64.32%-39.9pp | 71.39%-46.9pp | 345.32%-320.9pp |
| Employer contribution / active EE | $3,018 | $5,261-42.6% | $4,735-36.3% | $4,762-36.6% |
| Participant deferral / active EE | $12,071 | $7,109+69.8% | $6,709+79.9% | $5,850+106.3% |
| Admin fee / account holder | $720 | $12,120-94.1% | $10,261-93.0% | $11,596-93.8% |