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 | $374,350 | $185,822+101.5% | $169,993+120.2% | $139,434+168.5% |
| Participation rate | 88.9% | 87.8%+1.1pp | 87.0%+1.9pp | 80.3%+8.6pp |
| Annual return | 19.04% | 60.50%-41.5pp | 53.37%-34.3pp | 372.94%-353.9pp |
| Employer contribution / active EE | $8,394 | $7,590+10.6% | $6,785+23.7% | $4,751+76.7% |
| Participant deferral / active EE | $13,363 | $11,622+15.0% | $10,408+28.4% | $6,710+99.1% |
| Admin fee / account holder | $20,003 | $15,381+30.1% | $12,815+56.1% | $11,403+75.4% |