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 | $329,917 | $94,338+249.7% | $100,534+228.2% | $142,382+131.7% |
| Participation rate | 95.8% | 81.7%+14.1pp | 80.6%+15.2pp | 80.1%+15.7pp |
| Annual return | 17.16% | 29.20%-12.0pp | 32.66%-15.5pp | 217.08%-199.9pp |
| Employer contribution / active EE | $5,122 | $4,237+20.9% | $4,346+17.8% | $4,299+19.1% |
| Participant deferral / active EE | $11,512 | $5,934+94.0% | $6,144+87.4% | $6,507+76.9% |
| Admin fee / account holder | $980 | $8,421-88.4% | $7,654-87.2% | $12,624-92.2% |