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 | $386,269 | $209,411+84.5% | $178,490+116.4% | $158,922+143.1% |
| Participation rate | 92.3% | 86.3%+6.0pp | 81.9%+10.4pp | 82.0%+10.3pp |
| Annual return | 16.43% | 188.75%-172.3pp | 151.07%-134.6pp | 302.83%-286.4pp |
| Employer contribution / active EE | $1,559 | $5,706-72.7% | $5,011-68.9% | $4,761-67.3% |
| Participant deferral / active EE | $3,749 | $5,954-37.0% | $5,202-27.9% | $5,982-37.3% |
| Admin fee / account holder | $4,082 | $17,074-76.1% | $13,984-70.8% | $11,246-63.7% |