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 | $452,900 | $209,411+116.3% | $178,490+153.7% | $158,922+185.0% |
| Participation rate | 93.8% | 86.3%+7.4pp | 81.9%+11.8pp | 82.0%+11.8pp |
| Annual return | 19.88% | 188.75%-168.9pp | 151.07%-131.2pp | 302.83%-282.9pp |
| Employer contribution / active EE | $5,155 | $5,706-9.7% | $5,011+2.9% | $4,761+8.3% |
| Participant deferral / active EE | $6,964 | $5,954+17.0% | $5,202+33.9% | $5,982+16.4% |
| Admin fee / account holder | $17,799 | $17,074+4.2% | $13,984+27.3% | $11,246+58.3% |