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 | $485,177 | $177,572+173.2% | $154,803+213.4% | $142,382+240.8% |
| Participation rate | 84.6% | 82.1%+2.6pp | 78.1%+6.5pp | 80.1%+4.5pp |
| Annual return | 13.45% | 65.07%-51.6pp | 58.88%-45.4pp | 217.08%-203.6pp |
| Employer contribution / active EE | $9,074 | $4,810+88.6% | $4,305+110.8% | $4,299+111.1% |
| Participant deferral / active EE | $8,489 | $6,272+35.4% | $5,540+53.2% | $6,507+30.5% |
| Admin fee / account holder | $18,646 | $16,786+11.1% | $14,329+30.1% | $12,624+47.7% |