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 | $519,058 | $159,602+225.2% | $150,045+245.9% | $142,382+264.6% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.3%+8.6pp | 80.1%+10.8pp |
| Annual return | 17.34% | 70.24%-52.9pp | 62.55%-45.2pp | 217.08%-199.7pp |
| Employer contribution / active EE | $5,516 | $4,961+11.2% | $4,693+17.5% | $4,299+28.3% |
| Participant deferral / active EE | $14,847 | $8,310+78.7% | $7,997+85.7% | $6,507+128.2% |
| Admin fee / account holder | $2,674 | $14,846-82.0% | $13,435-80.1% | $12,624-78.8% |