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 | $343,835 | $159,602+115.4% | $150,045+129.2% | $142,382+141.5% |
| Participation rate | 94.1% | 84.0%+10.1pp | 82.3%+11.8pp | 80.1%+14.0pp |
| Annual return | 18.15% | 70.24%-52.1pp | 62.55%-44.4pp | 217.08%-198.9pp |
| Employer contribution / active EE | $13,817 | $4,961+178.5% | $4,693+194.4% | $4,299+221.4% |
| Participant deferral / active EE | $12,501 | $8,310+50.4% | $7,997+56.3% | $6,507+92.1% |
| Admin fee / account holder | $5,310 | $14,846-64.2% | $13,435-60.5% | $12,624-57.9% |