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 | $407,926 | $177,572+129.7% | $154,803+163.5% | $142,382+186.5% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.1%+10.8pp | 80.1%+8.8pp |
| Annual return | 15.16% | 65.07%-49.9pp | 58.88%-43.7pp | 217.08%-201.9pp |
| Employer contribution / active EE | $4,841 | $4,810+0.6% | $4,305+12.4% | $4,299+12.6% |
| Participant deferral / active EE | $12,666 | $6,272+102.0% | $5,540+128.6% | $6,507+94.6% |
| Admin fee / account holder | $1,995 | $16,786-88.1% | $14,329-86.1% | $12,624-84.2% |