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 | $464,103 | $165,335+180.7% | $149,696+210.0% | $158,922+192.0% |
| Participation rate | 93.3% | 84.6%+8.8pp | 82.5%+10.9pp | 82.0%+11.4pp |
| Annual return | 27.32% | 348.15%-320.8pp | 276.60%-249.3pp | 302.83%-275.5pp |
| Employer contribution / active EE | $1,326 | $5,103-74.0% | $4,644-71.5% | $4,761-72.2% |
| Participant deferral / active EE | $12,251 | $7,181+70.6% | $6,842+79.1% | $5,982+104.8% |
| Admin fee / account holder | $52,362 | $10,807+384.5% | $9,309+462.5% | $11,246+365.6% |