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 | $939,158 | $109,327+759.0% | $89,391+950.6% | $158,922+491.0% |
| Participation rate | 83.3% | 74.3%+9.1pp | 68.0%+15.4pp | 82.0%+1.4pp |
| Annual return | 37.31% | 345.68%-308.4pp | 245.62%-208.3pp | 302.83%-265.5pp |
| Employer contribution / active EE | $803 | $3,170-74.7% | $2,586-68.9% | $4,761-83.1% |
| Participant deferral / active EE | $858 | $4,598-81.3% | $3,890-77.9% | $5,982-85.7% |
| Admin fee / account holder | $13,374 | $6,153+117.4% | $4,881+174.0% | $11,246+18.9% |