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 | $266,147 | $159,602+66.8% | $150,045+77.4% | $142,382+86.9% |
| Participation rate | 94.7% | 84.0%+10.8pp | 82.3%+12.4pp | 80.1%+14.6pp |
| Annual return | 12.73% | 70.24%-57.5pp | 62.55%-49.8pp | 217.08%-204.3pp |
| Employer contribution / active EE | $3,585 | $4,961-27.7% | $4,693-23.6% | $4,299-16.6% |
| Participant deferral / active EE | $11,850 | $8,310+42.6% | $7,997+48.2% | $6,507+82.1% |
| Admin fee / account holder | $47,511 | $14,846+220.0% | $13,435+253.6% | $12,624+276.4% |