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 | $393,319 | $159,602+146.4% | $150,045+162.1% | $142,382+176.2% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.3%+10.0pp | 80.1%+12.2pp |
| Annual return | 14.67% | 70.24%-55.6pp | 62.55%-47.9pp | 217.08%-202.4pp |
| Employer contribution / active EE | $8,154 | $4,961+64.4% | $4,693+73.7% | $4,299+89.7% |
| Participant deferral / active EE | $9,934 | $8,310+19.5% | $7,997+24.2% | $6,507+52.7% |
| Admin fee / account holder | $2,253 | $14,846-84.8% | $13,435-83.2% | $12,624-82.2% |