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 | $294,395 | $209,411+40.6% | $178,490+64.9% | $158,922+85.2% |
| Participation rate | 88.9% | 86.3%+2.5pp | 81.9%+7.0pp | 82.0%+6.9pp |
| Annual return | 10.38% | 188.75%-178.4pp | 151.07%-140.7pp | 302.83%-292.4pp |
| Employer contribution / active EE | $3,932 | $5,706-31.1% | $5,011-21.5% | $4,761-17.4% |
| Participant deferral / active EE | $8,087 | $5,954+35.8% | $5,202+55.5% | $5,982+35.2% |
| Admin fee / account holder | $58,162 | $17,074+240.6% | $13,984+315.9% | $11,246+417.2% |