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 | $603,780 | $133,922+350.8% | $116,228+419.5% | $142,382+324.1% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.6%+12.9pp | 80.1%+7.4pp |
| Annual return | 14.82% | 147.76%-132.9pp | 90.06%-75.2pp | 217.08%-202.3pp |
| Employer contribution / active EE | $3,228 | $3,446-6.3% | $2,994+7.8% | $4,299-24.9% |
| Participant deferral / active EE | $6,151 | $5,672+8.4% | $4,953+24.2% | $6,507-5.5% |
| Admin fee / account holder | $129,403 | $14,945+765.9% | $11,989+979.3% | $12,624+925.1% |