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 | $518,784 | $179,726+188.7% | $156,263+232.0% | $142,382+264.4% |
| Participation rate | 81.0% | 82.1%-1.1pp | 78.9%+2.0pp | 80.1%+0.8pp |
| Annual return | 14.12% | 77.86%-63.7pp | 59.47%-45.4pp | 217.08%-203.0pp |
| Employer contribution / active EE | $0 | $5,069-100.0% | $4,333-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $9,345 | $6,956+34.3% | $6,158+51.7% | $6,507+43.6% |
| Admin fee / account holder | $52,214 | $17,272+202.3% | $14,255+266.3% | $12,624+313.6% |