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 | $379,862 | $165,335+129.8% | $149,696+153.8% | $158,922+139.0% |
| Participation rate | 94.7% | 84.6%+10.2pp | 82.5%+12.3pp | 82.0%+12.8pp |
| Annual return | 12.48% | 348.15%-335.7pp | 276.60%-264.1pp | 302.83%-290.3pp |
| Employer contribution / active EE | $5,208 | $5,103+2.1% | $4,644+12.1% | $4,761+9.4% |
| Participant deferral / active EE | $11,871 | $7,181+65.3% | $6,842+73.5% | $5,982+98.4% |
| Admin fee / account holder | $4,089 | $10,807-62.2% | $9,309-56.1% | $11,246-63.6% |