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 | $437,779 | $197,591+121.6% | $177,821+146.2% | $158,922+175.5% |
| Participation rate | 93.8% | 88.5%+5.2pp | 87.7%+6.0pp | 82.0%+11.8pp |
| Annual return | 15.07% | 58.76%-43.7pp | 48.32%-33.3pp | 302.83%-287.8pp |
| Employer contribution / active EE | $7,500 | $6,697+12.0% | $5,918+26.7% | $4,761+57.5% |
| Participant deferral / active EE | $8,978 | $8,405+6.8% | $7,714+16.4% | $5,982+50.1% |
| Admin fee / account holder | $6,479 | $15,399-57.9% | $12,427-47.9% | $11,246-42.4% |