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 | $360,781 | $183,963+96.1% | $162,163+122.5% | $152,861+136.0% |
| Participation rate | 94.1% | 88.5%+5.6pp | 87.6%+6.6pp | 82.4%+11.7pp |
| Annual return | 26.44% | 150.76%-124.3pp | 115.59%-89.1pp | 345.32%-318.9pp |
| Employer contribution / active EE | $3,874 | $6,371-39.2% | $5,614-31.0% | $4,762-18.7% |
| Participant deferral / active EE | $11,640 | $8,034+44.9% | $7,298+59.5% | $5,850+99.0% |
| Admin fee / account holder | $8,650 | $13,121-34.1% | $10,843-20.2% | $11,596-25.4% |