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 | $390,498 | $209,411+86.5% | $178,490+118.8% | $158,922+145.7% |
| Participation rate | 81.8% | 86.3%-4.5pp | 81.9%-0.1pp | 82.0%-0.1pp |
| Annual return | 13.68% | 188.75%-175.1pp | 151.07%-137.4pp | 302.83%-289.1pp |
| Employer contribution / active EE | $10,610 | $5,706+85.9% | $5,011+111.7% | $4,761+122.8% |
| Participant deferral / active EE | $9,503 | $5,954+59.6% | $5,202+82.7% | $5,982+58.9% |
| Admin fee / account holder | $3,648 | $17,074-78.6% | $13,984-73.9% | $11,246-67.6% |