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 | $363,117 | $177,572+104.5% | $154,803+134.6% | $142,382+155.0% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.1%+10.8pp | 80.1%+8.8pp |
| Annual return | 16.29% | 65.07%-48.8pp | 58.88%-42.6pp | 217.08%-200.8pp |
| Employer contribution / active EE | $25,486 | $4,810+429.8% | $4,305+492.0% | $4,299+492.8% |
| Participant deferral / active EE | $16,359 | $6,272+160.8% | $5,540+195.3% | $6,507+151.4% |
| Admin fee / account holder | $5,497 | $16,786-67.3% | $14,329-61.6% | $12,624-56.5% |