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 | $436,732 | $159,602+173.6% | $150,045+191.1% | $142,382+206.7% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.3%+8.6pp | 80.1%+10.8pp |
| Annual return | 13.60% | 70.24%-56.6pp | 62.55%-48.9pp | 217.08%-203.5pp |
| Employer contribution / active EE | $9,240 | $4,961+86.3% | $4,693+96.9% | $4,299+114.9% |
| Participant deferral / active EE | $7,460 | $8,310-10.2% | $7,997-6.7% | $6,507+14.6% |
| Admin fee / account holder | $21,635 | $14,846+45.7% | $13,435+61.0% | $12,624+71.4% |