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 | $319,860 | $157,256+103.4% | $141,162+126.6% | $152,861+109.2% |
| Participation rate | 89.5% | 84.8%+4.7pp | 82.5%+7.0pp | 82.4%+7.0pp |
| Annual return | 16.16% | 64.32%-48.2pp | 71.39%-55.2pp | 345.32%-329.2pp |
| Employer contribution / active EE | $6,459 | $5,261+22.8% | $4,735+36.4% | $4,762+35.6% |
| Participant deferral / active EE | $14,623 | $7,109+105.7% | $6,709+118.0% | $5,850+150.0% |
| Admin fee / account holder | $11,075 | $12,120-8.6% | $10,261+7.9% | $11,596-4.5% |