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 | $154,228+72.6% | $145,433+83.0% | $137,256+93.9% |
| Participation rate | 94.7% | 83.8%+10.9pp | 82.1%+12.6pp | 80.0%+14.8pp |
| Annual return | 12.73% | 74.59%-61.9pp | 66.58%-53.8pp | 220.34%-207.6pp |
| Employer contribution / active EE | $3,585 | $4,804-25.4% | $4,554-21.3% | $4,156-13.7% |
| Participant deferral / active EE | $11,850 | $8,216+44.2% | $7,897+50.1% | $6,407+85.0% |
| Admin fee / account holder | $47,511 | $14,344+231.2% | $13,129+261.9% | $12,270+287.2% |