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 | $409,550 | $159,602+156.6% | $150,045+173.0% | $142,382+187.6% |
| Participation rate | 94.1% | 84.0%+10.1pp | 82.3%+11.8pp | 80.1%+14.0pp |
| Annual return | 14.01% | 70.24%-56.2pp | 62.55%-48.5pp | 217.08%-203.1pp |
| Employer contribution / active EE | $5,209 | $4,961+5.0% | $4,693+11.0% | $4,299+21.2% |
| Participant deferral / active EE | $9,869 | $8,310+18.8% | $7,997+23.4% | $6,507+51.7% |
| Admin fee / account holder | $25,771 | $14,846+73.6% | $13,435+91.8% | $12,624+104.1% |