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 | $269,968 | $209,411+28.9% | $178,490+51.3% | $158,922+69.9% |
| Participation rate | 90.0% | 86.3%+3.7pp | 81.9%+8.1pp | 82.0%+8.0pp |
| Annual return | 18.51% | 188.75%-170.2pp | 151.07%-132.6pp | 302.83%-284.3pp |
| Employer contribution / active EE | $2,203 | $5,706-61.4% | $5,011-56.0% | $4,761-53.7% |
| Participant deferral / active EE | $8,028 | $5,954+34.8% | $5,202+54.3% | $5,982+34.2% |
| Admin fee / account holder | $2,954 | $17,074-82.7% | $13,984-78.9% | $11,246-73.7% |