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 | $479,694 | $226,064+112.2% | $182,532+162.8% | $152,861+213.8% |
| Participation rate | 95.5% | 82.5%+13.0pp | 78.0%+17.5pp | 82.4%+13.0pp |
| Annual return | 23.34% | 192.51%-169.2pp | 148.54%-125.2pp | 345.32%-322.0pp |
| Employer contribution / active EE | $1,869 | $4,978-62.5% | $4,076-54.1% | $4,762-60.8% |
| Participant deferral / active EE | $8,657 | $6,368+35.9% | $5,524+56.7% | $5,850+48.0% |
| Admin fee / account holder | $5,911 | $10,703-44.8% | $8,592-31.2% | $11,596-49.0% |