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 | $414,961 | $154,228+169.1% | $145,433+185.3% | $137,256+202.3% |
| Participation rate | 90.5% | 83.8%+6.7pp | 82.1%+8.4pp | 80.0%+10.5pp |
| Annual return | 15.37% | 74.59%-59.2pp | 66.58%-51.2pp | 220.34%-205.0pp |
| Employer contribution / active EE | $5,436 | $4,804+13.1% | $4,554+19.3% | $4,156+30.8% |
| Participant deferral / active EE | $8,310 | $8,216+1.1% | $7,897+5.2% | $6,407+29.7% |
| Admin fee / account holder | $35,619 | $14,344+148.3% | $13,129+171.3% | $12,270+190.3% |