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 | $363,341 | $198,466+83.1% | $170,442+113.2% | $147,584+146.2% |
| Participation rate | 85.7% | 88.0%-2.3pp | 83.6%+2.1pp | 82.8%+2.9pp |
| Annual return | 13.97% | 257.29%-243.3pp | 205.93%-192.0pp | 578.55%-564.6pp |
| Employer contribution / active EE | $7,087 | $6,184+14.6% | $5,433+30.4% | $4,876+45.3% |
| Participant deferral / active EE | $5,546 | $5,629-1.5% | $4,939+12.3% | $5,439+2.0% |
| Admin fee / account holder | $1,998 | $16,852-88.1% | $13,880-85.6% | $10,885-81.6% |