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 | $263,763 | $154,228+71.0% | $145,433+81.4% | $137,256+92.2% |
| Participation rate | 91.3% | 83.8%+7.5pp | 82.1%+9.2pp | 80.0%+11.3pp |
| Annual return | 15.00% | 74.59%-59.6pp | 66.58%-51.6pp | 220.34%-205.3pp |
| Employer contribution / active EE | $9,792 | $4,804+103.8% | $4,554+115.0% | $4,156+135.6% |
| Participant deferral / active EE | $13,097 | $8,216+59.4% | $7,897+65.8% | $6,407+104.4% |
| Admin fee / account holder | $39,983 | $14,344+178.8% | $13,129+204.5% | $12,270+225.9% |