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 | $333,400 | $197,591+68.7% | $177,821+87.5% | $158,922+109.8% |
| Participation rate | 90.0% | 88.5%+1.5pp | 87.7%+2.3pp | 82.0%+8.0pp |
| Annual return | 26.86% | 58.76%-31.9pp | 48.32%-21.5pp | 302.83%-276.0pp |
| Employer contribution / active EE | $7,149 | $6,697+6.7% | $5,918+20.8% | $4,761+50.1% |
| Participant deferral / active EE | $11,797 | $8,405+40.4% | $7,714+52.9% | $5,982+97.2% |
| Admin fee / account holder | $34,395 | $15,399+123.4% | $12,427+176.8% | $11,246+205.8% |