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 | $418,146 | $175,202+138.7% | $149,673+179.4% | $139,434+199.9% |
| Participation rate | 94.4% | 83.4%+11.1pp | 78.8%+15.7pp | 80.3%+14.1pp |
| Annual return | 17.73% | 166.71%-149.0pp | 134.42%-116.7pp | 372.94%-355.2pp |
| Employer contribution / active EE | $5,316 | $5,474-2.9% | $4,818+10.3% | $4,751+11.9% |
| Participant deferral / active EE | $6,433 | $6,519-1.3% | $5,680+13.3% | $6,710-4.1% |
| Admin fee / account holder | $5,186 | $16,150-67.9% | $13,210-60.7% | $11,403-54.5% |