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 | $568,224 | $148,534+282.6% | $135,903+318.1% | $139,434+307.5% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 15.44% | 79.19%-63.8pp | 68.23%-52.8pp | 372.94%-357.5pp |
| Employer contribution / active EE | $1,008 | $5,243-80.8% | $4,856-79.2% | $4,751-78.8% |
| Participant deferral / active EE | $3,103 | $8,100-61.7% | $7,758-60.0% | $6,710-53.8% |
| Admin fee / account holder | $10,211 | $12,400-17.7% | $10,762-5.1% | $11,403-10.5% |