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 | $329,994 | $197,591+67.0% | $177,821+85.6% | $158,922+107.6% |
| Participation rate | 94.1% | 88.5%+5.6pp | 87.7%+6.4pp | 82.0%+12.2pp |
| Annual return | 15.98% | 58.76%-42.8pp | 48.32%-32.3pp | 302.83%-286.8pp |
| Employer contribution / active EE | $28,756 | $6,697+329.4% | $5,918+385.9% | $4,761+504.0% |
| Participant deferral / active EE | $17,368 | $8,405+106.6% | $7,714+125.1% | $5,982+190.3% |
| Admin fee / account holder | $1,559 | $15,399-89.9% | $12,427-87.5% | $11,246-86.1% |