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 | $368,447 | $159,602+130.9% | $150,045+145.6% | $142,382+158.8% |
| Participation rate | 94.1% | 84.0%+10.1pp | 82.3%+11.8pp | 80.1%+14.0pp |
| Annual return | 14.00% | 70.24%-56.2pp | 62.55%-48.6pp | 217.08%-203.1pp |
| Employer contribution / active EE | $4,630 | $4,961-6.7% | $4,693-1.3% | $4,299+7.7% |
| Participant deferral / active EE | $17,757 | $8,310+113.7% | $7,997+122.0% | $6,507+172.9% |
| Admin fee / account holder | $4,826 | $14,846-67.5% | $13,435-64.1% | $12,624-61.8% |