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 | $259,171 | $159,602+62.4% | $150,045+72.7% | $142,382+82.0% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.3%+5.2pp | 80.1%+7.4pp |
| Annual return | 18.48% | 70.24%-51.8pp | 62.55%-44.1pp | 217.08%-198.6pp |
| Employer contribution / active EE | $6,152 | $4,961+24.0% | $4,693+31.1% | $4,299+43.1% |
| Participant deferral / active EE | $16,905 | $8,310+103.4% | $7,997+111.4% | $6,507+159.8% |
| Admin fee / account holder | $24,733 | $14,846+66.6% | $13,435+84.1% | $12,624+95.9% |