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 | $455,611 | $175,202+160.0% | $149,673+204.4% | $139,434+226.8% |
| Participation rate | 94.1% | 83.4%+10.7pp | 78.8%+15.4pp | 80.3%+13.8pp |
| Annual return | 13.93% | 166.71%-152.8pp | 134.42%-120.5pp | 372.94%-359.0pp |
| Employer contribution / active EE | $4,754 | $5,474-13.1% | $4,818-1.3% | $4,751+0.1% |
| Participant deferral / active EE | $5,178 | $6,519-20.6% | $5,680-8.8% | $6,710-22.8% |
| Admin fee / account holder | $19,202 | $16,150+18.9% | $13,210+45.4% | $11,403+68.4% |