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 | $282,490 | $175,202+61.2% | $149,673+88.7% | $139,434+102.6% |
| Participation rate | 94.4% | 83.4%+11.1pp | 78.8%+15.7pp | 80.3%+14.1pp |
| Annual return | 16.69% | 166.71%-150.0pp | 134.42%-117.7pp | 372.94%-356.2pp |
| Employer contribution / active EE | $2,895 | $5,474-47.1% | $4,818-39.9% | $4,751-39.1% |
| Participant deferral / active EE | $9,923 | $6,519+52.2% | $5,680+74.7% | $6,710+47.9% |
| Admin fee / account holder | $5,516 | $16,150-65.8% | $13,210-58.2% | $11,403-51.6% |