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 | $454,992 | $179,726+153.2% | $156,263+191.2% | $142,382+219.6% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.9%+8.6pp | 80.1%+7.4pp |
| Annual return | 13.26% | 77.86%-64.6pp | 59.47%-46.2pp | 217.08%-203.8pp |
| Employer contribution / active EE | $17,022 | $5,069+235.8% | $4,333+292.8% | $4,299+295.9% |
| Participant deferral / active EE | $17,431 | $6,956+150.6% | $6,158+183.1% | $6,507+167.9% |
| Admin fee / account holder | $7,945 | $17,272-54.0% | $14,255-44.3% | $12,624-37.1% |