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 | $258,709 | $132,634+95.1% | $115,768+123.5% | $137,256+88.5% |
| Participation rate | 90.9% | 77.9%+13.0pp | 74.4%+16.5pp | 80.0%+10.9pp |
| Annual return | 14.76% | 160.70%-145.9pp | 100.46%-85.7pp | 220.34%-205.6pp |
| Employer contribution / active EE | $2,325 | $3,360-30.8% | $2,940-20.9% | $4,156-44.1% |
| Participant deferral / active EE | $4,158 | $5,619-26.0% | $4,917-15.4% | $6,407-35.1% |
| Admin fee / account holder | $2,068 | $15,028-86.2% | $12,439-83.4% | $12,270-83.1% |