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 | $395,448 | $154,228+156.4% | $145,433+171.9% | $137,256+188.1% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 80.0%+8.9pp |
| Annual return | 16.24% | 74.59%-58.4pp | 66.58%-50.3pp | 220.34%-204.1pp |
| Employer contribution / active EE | $4,783 | $4,804-0.4% | $4,554+5.0% | $4,156+15.1% |
| Participant deferral / active EE | $8,950 | $8,216+8.9% | $7,897+13.3% | $6,407+39.7% |
| Admin fee / account holder | $53,724 | $14,344+274.5% | $13,129+309.2% | $12,270+337.8% |