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 | $352,338 | $179,726+96.0% | $156,263+125.5% | $142,382+147.5% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.9%+10.0pp | 80.1%+8.8pp |
| Annual return | 12.28% | 77.86%-65.6pp | 59.47%-47.2pp | 217.08%-204.8pp |
| Employer contribution / active EE | $3,554 | $5,069-29.9% | $4,333-18.0% | $4,299-17.3% |
| Participant deferral / active EE | $8,241 | $6,956+18.5% | $6,158+33.8% | $6,507+26.6% |
| Admin fee / account holder | $20,350 | $17,272+17.8% | $14,255+42.8% | $12,624+61.2% |