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 | $289,374 | $154,228+87.6% | $145,433+99.0% | $137,256+110.8% |
| Participation rate | 95.8% | 83.8%+12.0pp | 82.1%+13.7pp | 80.0%+15.9pp |
| Annual return | 16.49% | 74.59%-58.1pp | 66.58%-50.1pp | 220.34%-203.8pp |
| Employer contribution / active EE | $3,684 | $4,804-23.3% | $4,554-19.1% | $4,156-11.4% |
| Participant deferral / active EE | $10,624 | $8,216+29.3% | $7,897+34.5% | $6,407+65.8% |
| Admin fee / account holder | $2,433 | $14,344-83.0% | $13,129-81.5% | $12,270-80.2% |