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 | $299,006 | $209,411+42.8% | $178,490+67.5% | $158,922+88.1% |
| Participation rate | 88.9% | 86.3%+2.5pp | 81.9%+7.0pp | 82.0%+6.9pp |
| Annual return | 7.36% | 188.75%-181.4pp | 151.07%-143.7pp | 302.83%-295.5pp |
| Employer contribution / active EE | $1,592 | $5,706-72.1% | $5,011-68.2% | $4,761-66.6% |
| Participant deferral / active EE | $4,153 | $5,954-30.2% | $5,202-20.2% | $5,982-30.6% |
| Admin fee / account holder | $1,423 | $17,074-91.7% | $13,984-89.8% | $11,246-87.3% |