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 | $398,076 | $154,228+158.1% | $145,433+173.7% | $137,256+190.0% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 80.0%+8.9pp |
| Annual return | 16.52% | 74.59%-58.1pp | 66.58%-50.1pp | 220.34%-203.8pp |
| Employer contribution / active EE | $1,309 | $4,804-72.8% | $4,554-71.3% | $4,156-68.5% |
| Participant deferral / active EE | $3,821 | $8,216-53.5% | $7,897-51.6% | $6,407-40.4% |
| Admin fee / account holder | $8,265 | $14,344-42.4% | $13,129-37.0% | $12,270-32.6% |