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 | $279,590 | $175,202+59.6% | $149,673+86.8% | $139,434+100.5% |
| Participation rate | 93.8% | 83.4%+10.4pp | 78.8%+15.0pp | 80.3%+13.4pp |
| Annual return | 16.42% | 166.71%-150.3pp | 134.42%-118.0pp | 372.94%-356.5pp |
| Employer contribution / active EE | $5,276 | $5,474-3.6% | $4,818+9.5% | $4,751+11.1% |
| Participant deferral / active EE | $5,512 | $6,519-15.4% | $5,680-3.0% | $6,710-17.9% |
| Admin fee / account holder | $624 | $16,150-96.1% | $13,210-95.3% | $11,403-94.5% |