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 | $350,545 | $77,813+350.5% | $123,544+183.7% | $64,186+446.1% |
| Participation rate | 98.7% | 74.7%+24.0pp | 82.3%+16.4pp | 69.6%+29.1pp |
| Annual return | 63.26% | 12.48%+50.8pp | 119.20%-55.9pp | 7.63%+55.6pp |
| Employer contribution / active EE | $3,001 | $3,014-0.4% | $4,628-35.1% | $2,381+26.1% |
| Participant deferral / active EE | $6,770 | $5,240+29.2% | $6,426+5.4% | $3,470+95.1% |
| Admin fee / account holder | $1,951 | $5,519-64.6% | $9,284-79.0% | $4,888-60.1% |