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 | $501,198 | $126,574+296.0% | $106,213+371.9% | $145,922+243.5% |
| Participation rate | 93.3% | 77.6%+15.7pp | 75.3%+18.1pp | 80.3%+13.1pp |
| Annual return | 33.11% | 224.79%-191.7pp | 116.14%-83.0pp | 561.29%-528.2pp |
| Employer contribution / active EE | $3,551 | $3,730-4.8% | $3,171+12.0% | $4,660-23.8% |
| Participant deferral / active EE | $17,910 | $5,724+212.9% | $5,016+257.1% | $6,688+167.8% |
| Admin fee / account holder | $687 | $17,304-96.0% | $11,033-93.8% | $13,397-94.9% |