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 | $391,360 | $159,602+145.2% | $150,045+160.8% | $142,382+174.9% |
| Participation rate | 86.4% | 84.0%+2.4pp | 82.3%+4.0pp | 80.1%+6.2pp |
| Annual return | 15.32% | 70.24%-54.9pp | 62.55%-47.2pp | 217.08%-201.8pp |
| Employer contribution / active EE | $4,471 | $4,961-9.9% | $4,693-4.7% | $4,299+4.0% |
| Participant deferral / active EE | $13,400 | $8,310+61.2% | $7,997+67.6% | $6,507+105.9% |
| Admin fee / account holder | $1,985 | $14,846-86.6% | $13,435-85.2% | $12,624-84.3% |