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 | $444,037 | $159,602+178.2% | $150,045+195.9% | $142,382+211.9% |
| Participation rate | 92.9% | 84.0%+8.9pp | 82.3%+10.5pp | 80.1%+12.7pp |
| Annual return | 15.75% | 70.24%-54.5pp | 62.55%-46.8pp | 217.08%-201.3pp |
| Employer contribution / active EE | $11,356 | $4,961+128.9% | $4,693+142.0% | $4,299+164.1% |
| Participant deferral / active EE | $11,117 | $8,310+33.8% | $7,997+39.0% | $6,507+70.8% |
| Admin fee / account holder | $2,427 | $14,846-83.7% | $13,435-81.9% | $12,624-80.8% |