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 | $276,698 | $159,602+73.4% | $150,045+84.4% | $142,382+94.3% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.3%+6.6pp | 80.1%+8.8pp |
| Annual return | 13.11% | 70.24%-57.1pp | 62.55%-49.4pp | 217.08%-204.0pp |
| Employer contribution / active EE | $8,572 | $4,961+72.8% | $4,693+82.7% | $4,299+99.4% |
| Participant deferral / active EE | $8,165 | $8,310-1.7% | $7,997+2.1% | $6,507+25.5% |
| Admin fee / account holder | $100,680 | $14,846+578.1% | $13,435+649.4% | $12,624+697.5% |