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 | $451,555 | $127,065+255.4% | $113,168+299.0% | $142,382+217.1% |
| Participation rate | 85.0% | 79.2%+5.8pp | 76.6%+8.4pp | 80.1%+4.9pp |
| Annual return | 13.34% | 24.03%-10.7pp | 24.27%-10.9pp | 217.08%-203.7pp |
| Employer contribution / active EE | $5,860 | $3,442+70.2% | $2,975+97.0% | $4,299+36.3% |
| Participant deferral / active EE | $6,717 | $5,716+17.5% | $5,107+31.5% | $6,507+3.2% |
| Admin fee / account holder | $3,942 | $15,736-75.0% | $12,068-67.3% | $12,624-68.8% |