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 | $463,680 | $159,901+190.0% | $146,958+215.5% | $145,922+217.8% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 12.74% | 98.13%-85.4pp | 418.34%-405.6pp | 561.29%-548.5pp |
| Employer contribution / active EE | $5,214 | $5,286-1.4% | $4,933+5.7% | $4,660+11.9% |
| Participant deferral / active EE | $8,528 | $8,428+1.2% | $8,070+5.7% | $6,688+27.5% |
| Admin fee / account holder | $43,763 | $15,044+190.9% | $12,998+236.7% | $13,397+226.7% |