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 | $394,421 | $159,602+147.1% | $150,045+162.9% | $142,382+177.0% |
| Participation rate | 94.7% | 84.0%+10.8pp | 82.3%+12.4pp | 80.1%+14.6pp |
| Annual return | 16.27% | 70.24%-54.0pp | 62.55%-46.3pp | 217.08%-200.8pp |
| Employer contribution / active EE | $12,073 | $4,961+143.4% | $4,693+157.2% | $4,299+180.8% |
| Participant deferral / active EE | $13,840 | $8,310+66.5% | $7,997+73.1% | $6,507+112.7% |
| Admin fee / account holder | $2,646 | $14,846-82.2% | $13,435-80.3% | $12,624-79.0% |