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 | $275,793 | $159,602+72.8% | $150,045+83.8% | $142,382+93.7% |
| Participation rate | 93.8% | 84.0%+9.8pp | 82.3%+11.4pp | 80.1%+13.6pp |
| Annual return | 15.87% | 70.24%-54.4pp | 62.55%-46.7pp | 217.08%-201.2pp |
| Employer contribution / active EE | $11,921 | $4,961+140.3% | $4,693+154.0% | $4,299+177.3% |
| Participant deferral / active EE | $9,438 | $8,310+13.6% | $7,997+18.0% | $6,507+45.0% |
| Admin fee / account holder | $75,058 | $14,846+405.6% | $13,435+458.7% | $12,624+494.6% |