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 | $379,644 | $209,336+81.4% | $197,124+92.6% | $137,256+176.6% |
| Participation rate | 92.3% | 87.3%+5.0pp | 86.7%+5.6pp | 80.0%+12.3pp |
| Annual return | 20.03% | 48.09%-28.1pp | 44.34%-24.3pp | 220.34%-200.3pp |
| Employer contribution / active EE | $5,627 | $6,591-14.6% | $6,227-9.6% | $4,156+35.4% |
| Participant deferral / active EE | $9,877 | $9,614+2.7% | $9,135+8.1% | $6,407+54.2% |
| Admin fee / account holder | $24,907 | $17,308+43.9% | $16,298+52.8% | $12,270+103.0% |