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 | $290,773 | $209,411+38.9% | $178,490+62.9% | $158,922+83.0% |
| Participation rate | 95.2% | 86.3%+8.9pp | 81.9%+13.3pp | 82.0%+13.3pp |
| Annual return | 10.26% | 188.75%-178.5pp | 151.07%-140.8pp | 302.83%-292.6pp |
| Employer contribution / active EE | $7,759 | $5,706+36.0% | $5,011+54.9% | $4,761+63.0% |
| Participant deferral / active EE | $5,614 | $5,954-5.7% | $5,202+7.9% | $5,982-6.2% |
| Admin fee / account holder | $95,011 | $17,074+456.5% | $13,984+579.4% | $11,246+744.9% |