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 | $255,031 | $159,602+59.8% | $150,045+70.0% | $142,382+79.1% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.3%+9.3pp | 80.1%+11.5pp |
| Annual return | 28.93% | 70.24%-41.3pp | 62.55%-33.6pp | 217.08%-188.1pp |
| Employer contribution / active EE | $2,298 | $4,961-53.7% | $4,693-51.0% | $4,299-46.5% |
| Participant deferral / active EE | $14,003 | $8,310+68.5% | $7,997+75.1% | $6,507+115.2% |
| Admin fee / account holder | $130,398 | $14,846+778.3% | $13,435+870.6% | $12,624+933.0% |