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 | $438,492 | $179,726+144.0% | $156,263+180.6% | $142,382+208.0% |
| Participation rate | 95.2% | 82.1%+13.2pp | 78.9%+16.3pp | 80.1%+15.1pp |
| Annual return | 18.20% | 77.86%-59.7pp | 59.47%-41.3pp | 217.08%-198.9pp |
| Employer contribution / active EE | $7,753 | $5,069+52.9% | $4,333+78.9% | $4,299+80.3% |
| Participant deferral / active EE | $6,601 | $6,956-5.1% | $6,158+7.2% | $6,507+1.4% |
| Admin fee / account holder | $72,435 | $17,272+319.4% | $14,255+408.1% | $12,624+473.8% |