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 | $384,922 | $159,602+141.2% | $150,045+156.5% | $142,382+170.3% |
| Participation rate | 84.6% | 84.0%+0.6pp | 82.3%+2.3pp | 80.1%+4.5pp |
| Annual return | 13.36% | 70.24%-56.9pp | 62.55%-49.2pp | 217.08%-203.7pp |
| Employer contribution / active EE | $6,089 | $4,961+22.8% | $4,693+29.8% | $4,299+41.6% |
| Participant deferral / active EE | $7,443 | $8,310-10.4% | $7,997-6.9% | $6,507+14.4% |
| Admin fee / account holder | $80,535 | $14,846+442.5% | $13,435+499.5% | $12,624+538.0% |