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 | $390,285 | $179,726+117.2% | $156,263+149.8% | $142,382+174.1% |
| Participation rate | 91.7% | 82.1%+9.6pp | 78.9%+12.8pp | 80.1%+11.5pp |
| Annual return | 13.99% | 77.86%-63.9pp | 59.47%-45.5pp | 217.08%-203.1pp |
| Employer contribution / active EE | $4,938 | $5,069-2.6% | $4,333+14.0% | $4,299+14.9% |
| Participant deferral / active EE | $9,615 | $6,956+38.2% | $6,158+56.1% | $6,507+47.8% |
| Admin fee / account holder | $1,471 | $17,272-91.5% | $14,255-89.7% | $12,624-88.3% |