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 | $331,246 | $105,181+214.9% | $159,436+107.8% | $85,850+285.8% |
| Participation rate | 79.3% | 75.8%+3.5pp | 82.8%-3.5pp | 69.3%+10.0pp |
| Annual return | 14.05% | 45.07%-31.0pp | 263.57%-249.5pp | 318.53%-304.5pp |
| Employer contribution / active EE | $2,923 | $3,318-11.9% | $4,829-39.5% | $2,565+14.0% |
| Participant deferral / active EE | $6,448 | $5,945+8.5% | $7,352-12.3% | $3,952+63.2% |
| Admin fee / account holder | $1,016 | $6,933-85.4% | $10,799-90.6% | $6,260-83.8% |