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 | $469,485 | $209,411+124.2% | $178,490+163.0% | $158,922+195.4% |
| Participation rate | 85.7% | 86.3%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | 9.23% | 188.75%-179.5pp | 151.07%-141.8pp | 302.83%-293.6pp |
| Employer contribution / active EE | $6,025 | $5,706+5.6% | $5,011+20.2% | $4,761+26.5% |
| Participant deferral / active EE | $5,573 | $5,954-6.4% | $5,202+7.1% | $5,982-6.8% |
| Admin fee / account holder | $2,433 | $17,074-85.8% | $13,984-82.6% | $11,246-78.4% |