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 | $521,685 | $165,335+215.5% | $149,696+248.5% | $158,922+228.3% |
| Participation rate | 92.3% | 84.6%+7.7pp | 82.5%+9.8pp | 82.0%+10.3pp |
| Annual return | 9.37% | 348.15%-338.8pp | 276.60%-267.2pp | 302.83%-293.5pp |
| Employer contribution / active EE | $3,003 | $5,103-41.2% | $4,644-35.3% | $4,761-36.9% |
| Participant deferral / active EE | $4,569 | $7,181-36.4% | $6,842-33.2% | $5,982-23.6% |
| Admin fee / account holder | $12,514 | $10,807+15.8% | $9,309+34.4% | $11,246+11.3% |