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 | $391,137 | $210,648+85.7% | $177,989+119.8% | $145,922+168.0% |
| Participation rate | 91.7% | 80.8%+10.9pp | 77.1%+14.6pp | 80.3%+11.4pp |
| Annual return | 16.80% | 385.86%-369.1pp | 294.48%-277.7pp | 561.29%-544.5pp |
| Employer contribution / active EE | $3,384 | $4,565-25.9% | $3,949-14.3% | $4,660-27.4% |
| Participant deferral / active EE | $7,805 | $6,958+12.2% | $6,276+24.4% | $6,688+16.7% |
| Admin fee / account holder | $12,076 | $12,013+0.5% | $10,363+16.5% | $13,397-9.9% |