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 | $388,240 | $148,534+161.4% | $135,903+185.7% | $139,434+178.4% |
| Participation rate | 79.2% | 83.9%-4.7pp | 81.9%-2.7pp | 80.3%-1.2pp |
| Annual return | 15.06% | 79.19%-64.1pp | 68.23%-53.2pp | 372.94%-357.9pp |
| Employer contribution / active EE | $4,754 | $5,243-9.3% | $4,856-2.1% | $4,751+0.1% |
| Participant deferral / active EE | $8,191 | $8,100+1.1% | $7,758+5.6% | $6,710+22.1% |
| Admin fee / account holder | $39,233 | $12,400+216.4% | $10,762+264.6% | $11,403+244.1% |