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 | $380,329 | $179,726+111.6% | $156,263+143.4% | $142,382+167.1% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.9%+10.0pp | 80.1%+8.8pp |
| Annual return | 13.50% | 77.86%-64.4pp | 59.47%-46.0pp | 217.08%-203.6pp |
| Employer contribution / active EE | $4,333 | $5,069-14.5% | $4,3330% | $4,299+0.8% |
| Participant deferral / active EE | $10,333 | $6,956+48.5% | $6,158+67.8% | $6,507+58.8% |
| Admin fee / account holder | $66,692 | $17,272+286.1% | $14,255+367.9% | $12,624+428.3% |