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 | $338,870 | $165,335+105.0% | $149,696+126.4% | $158,922+113.2% |
| Participation rate | 90.0% | 84.6%+5.4pp | 82.5%+7.5pp | 82.0%+8.0pp |
| Annual return | 21.15% | 348.15%-327.0pp | 276.60%-255.5pp | 302.83%-281.7pp |
| Employer contribution / active EE | $9,335 | $5,103+82.9% | $4,644+101.0% | $4,761+96.1% |
| Participant deferral / active EE | $7,777 | $7,181+8.3% | $6,842+13.7% | $5,982+30.0% |
| Admin fee / account holder | $4,547 | $10,807-57.9% | $9,309-51.1% | $11,246-59.6% |