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 | $354,561 | $154,228+129.9% | $145,433+143.8% | $137,256+158.3% |
| Participation rate | 92.3% | 83.8%+8.5pp | 82.1%+10.2pp | 80.0%+12.3pp |
| Annual return | 16.68% | 74.59%-57.9pp | 66.58%-49.9pp | 220.34%-203.7pp |
| Employer contribution / active EE | $3,721 | $4,804-22.5% | $4,554-18.3% | $4,156-10.5% |
| Participant deferral / active EE | $9,931 | $8,216+20.9% | $7,897+25.7% | $6,407+55.0% |
| Admin fee / account holder | $4,166 | $14,344-71.0% | $13,129-68.3% | $12,270-66.0% |