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 | $272,168 | $148,534+83.2% | $135,903+100.3% | $139,434+95.2% |
| Participation rate | 90.0% | 83.9%+6.1pp | 81.9%+8.1pp | 80.3%+9.7pp |
| Annual return | 19.02% | 79.19%-60.2pp | 68.23%-49.2pp | 372.94%-353.9pp |
| Employer contribution / active EE | $1,781 | $5,243-66.0% | $4,856-63.3% | $4,751-62.5% |
| Participant deferral / active EE | $3,236 | $8,100-60.1% | $7,758-58.3% | $6,710-51.8% |
| Admin fee / account holder | $57,546 | $12,400+364.1% | $10,762+434.7% | $11,403+404.7% |