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 | $154,228+165.5% | $145,433+181.6% | $137,256+198.4% |
| Participation rate | 94.1% | 83.8%+10.3pp | 82.1%+12.0pp | 80.0%+14.2pp |
| Annual return | 14.01% | 74.59%-60.6pp | 66.58%-52.6pp | 220.34%-206.3pp |
| Employer contribution / active EE | $5,209 | $4,804+8.4% | $4,554+14.4% | $4,156+25.3% |
| Participant deferral / active EE | $9,869 | $8,216+20.1% | $7,897+25.0% | $6,407+54.0% |
| Admin fee / account holder | $25,771 | $14,344+79.7% | $13,129+96.3% | $12,270+110.0% |