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 | $432,098 | $159,602+170.7% | $150,045+188.0% | $142,382+203.5% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.3%+5.2pp | 80.1%+7.4pp |
| Annual return | 13.47% | 70.24%-56.8pp | 62.55%-49.1pp | 217.08%-203.6pp |
| Employer contribution / active EE | $10,681 | $4,961+115.3% | $4,693+127.6% | $4,299+148.4% |
| Participant deferral / active EE | $11,453 | $8,310+37.8% | $7,997+43.2% | $6,507+76.0% |
| Admin fee / account holder | $423 | $14,846-97.2% | $13,435-96.9% | $12,624-96.7% |