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 | $252,635 | $176,056+43.5% | $159,436+58.5% | $167,490+50.8% |
| Participation rate | 91.7% | 84.9%+6.7pp | 82.8%+8.8pp | 82.1%+9.6pp |
| Annual return | 22.81% | 331.75%-308.9pp | 263.57%-240.8pp | 478.56%-455.7pp |
| Employer contribution / active EE | $5,332 | $5,297+0.7% | $4,829+10.4% | $4,837+10.2% |
| Participant deferral / active EE | $12,062 | $7,750+55.6% | $7,352+64.1% | $6,341+90.2% |
| Admin fee / account holder | $4,969 | $12,554-60.4% | $10,799-54.0% | $12,309-59.6% |