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 | $588,431 | $154,228+281.5% | $145,433+304.6% | $137,256+328.7% |
| Participation rate | 81.8% | 83.8%-2.0pp | 82.1%-0.3pp | 80.0%+1.9pp |
| Annual return | 103.81% | 74.59%+29.2pp | 66.58%+37.2pp | 220.34%-116.5pp |
| Employer contribution / active EE | $7,961 | $4,804+65.7% | $4,554+74.8% | $4,156+91.5% |
| Participant deferral / active EE | $14,728 | $8,216+79.3% | $7,897+86.5% | $6,407+129.9% |
| Admin fee / account holder | $1,565 | $14,344-89.1% | $13,129-88.1% | $12,270-87.2% |