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 | $447,904 | $209,411+113.9% | $178,490+150.9% | $158,922+181.8% |
| Participation rate | 94.4% | 86.3%+8.1pp | 81.9%+12.5pp | 82.0%+12.5pp |
| Annual return | 26.78% | 188.75%-162.0pp | 151.07%-124.3pp | 302.83%-276.0pp |
| Employer contribution / active EE | $4,473 | $5,706-21.6% | $5,011-10.7% | $4,761-6.0% |
| Participant deferral / active EE | $6,011 | $5,954+1.0% | $5,202+15.6% | $5,982+0.5% |
| Admin fee / account holder | $1,218 | $17,074-92.9% | $13,984-91.3% | $11,246-89.2% |