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 | $328,594 | $165,335+98.7% | $149,696+119.5% | $158,922+106.8% |
| Participation rate | 94.7% | 84.6%+10.2pp | 82.5%+12.3pp | 82.0%+12.8pp |
| Annual return | 35.07% | 348.15%-313.1pp | 276.60%-241.5pp | 302.83%-267.8pp |
| Employer contribution / active EE | $1,774 | $5,103-65.2% | $4,644-61.8% | $4,761-62.7% |
| Participant deferral / active EE | $6,882 | $7,181-4.2% | $6,842+0.6% | $5,982+15.0% |
| Admin fee / account holder | $18,298 | $10,807+69.3% | $9,309+96.6% | $11,246+62.7% |