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 | $712,190 | $159,602+346.2% | $150,045+374.7% | $142,382+400.2% |
| Participation rate | 94.7% | 84.0%+10.8pp | 82.3%+12.4pp | 80.1%+14.6pp |
| Annual return | 18.41% | 70.24%-51.8pp | 62.55%-44.1pp | 217.08%-198.7pp |
| Employer contribution / active EE | $5,263 | $4,961+6.1% | $4,693+12.1% | $4,299+22.4% |
| Participant deferral / active EE | $13,379 | $8,310+61.0% | $7,997+67.3% | $6,507+105.6% |
| Admin fee / account holder | $1,641 | $14,846-88.9% | $13,435-87.8% | $12,624-87.0% |