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 | $302,900 | $175,202+72.9% | $149,673+102.4% | $139,434+117.2% |
| Participation rate | 90.5% | 83.4%+7.1pp | 78.8%+11.7pp | 80.3%+10.2pp |
| Annual return | 13.30% | 166.71%-153.4pp | 134.42%-121.1pp | 372.94%-359.6pp |
| Employer contribution / active EE | $12,651 | $5,474+131.1% | $4,818+162.6% | $4,751+166.3% |
| Participant deferral / active EE | $9,224 | $6,519+41.5% | $5,680+62.4% | $6,710+37.5% |
| Admin fee / account holder | $1,782 | $16,150-89.0% | $13,210-86.5% | $11,403-84.4% |