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 | $354,719 | $179,726+97.4% | $156,263+127.0% | $142,382+149.1% |
| Participation rate | 94.7% | 82.1%+12.7pp | 78.9%+15.8pp | 80.1%+14.6pp |
| Annual return | 17.51% | 77.86%-60.3pp | 59.47%-42.0pp | 217.08%-199.6pp |
| Employer contribution / active EE | $4,080 | $5,069-19.5% | $4,333-5.8% | $4,299-5.1% |
| Participant deferral / active EE | $9,827 | $6,956+41.3% | $6,158+59.6% | $6,507+51.0% |
| Admin fee / account holder | $7,260 | $17,272-58.0% | $14,255-49.1% | $12,624-42.5% |