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 | $440,285 | $177,572+147.9% | $154,803+184.4% | $142,382+209.2% |
| Participation rate | 90.0% | 82.1%+7.9pp | 78.1%+11.9pp | 80.1%+9.9pp |
| Annual return | 19.64% | 65.07%-45.4pp | 58.88%-39.2pp | 217.08%-197.4pp |
| Employer contribution / active EE | $8,422 | $4,810+75.1% | $4,305+95.6% | $4,299+95.9% |
| Participant deferral / active EE | $6,489 | $6,272+3.5% | $5,540+17.1% | $6,507-0.3% |
| Admin fee / account holder | $14,931 | $16,786-11.0% | $14,329+4.2% | $12,624+18.3% |