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 | $296,938 | $111,724+165.8% | $93,606+217.2% | $145,922+103.5% |
| Participation rate | 85.7% | 74.2%+11.5pp | 68.7%+17.0pp | 80.3%+5.4pp |
| Annual return | 10.23% | 202.98%-192.8pp | 133.20%-123.0pp | 561.29%-551.1pp |
| Employer contribution / active EE | $3,810 | $3,090+23.3% | $2,420+57.4% | $4,660-18.2% |
| Participant deferral / active EE | $5,595 | $4,912+13.9% | $4,411+26.8% | $6,688-16.3% |
| Admin fee / account holder | $18,161 | $10,250+77.2% | $8,285+119.2% | $13,397+35.6% |