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 | $283,568 | $177,572+59.7% | $154,803+83.2% | $142,382+99.2% |
| Participation rate | 95.7% | 82.1%+13.6pp | 78.1%+17.6pp | 80.1%+15.5pp |
| Annual return | 14.32% | 65.07%-50.8pp | 58.88%-44.6pp | 217.08%-202.8pp |
| Employer contribution / active EE | $5,037 | $4,810+4.7% | $4,305+17.0% | $4,299+17.2% |
| Participant deferral / active EE | $10,745 | $6,272+71.3% | $5,540+93.9% | $6,507+65.1% |
| Admin fee / account holder | $10,680 | $16,786-36.4% | $14,329-25.5% | $12,624-15.4% |