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 | $430,544 | $148,534+189.9% | $135,903+216.8% | $139,434+208.8% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 19.20% | 79.19%-60.0pp | 68.23%-49.0pp | 372.94%-353.7pp |
| Employer contribution / active EE | $7,207 | $5,243+37.4% | $4,856+48.4% | $4,751+51.7% |
| Participant deferral / active EE | $17,908 | $8,100+121.1% | $7,758+130.8% | $6,710+166.9% |
| Admin fee / account holder | $11,771 | $12,400-5.1% | $10,762+9.4% | $11,403+3.2% |