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 | $254,872 | $183,963+38.5% | $162,163+57.2% | $152,861+66.7% |
| Participation rate | 88.9% | 88.5%+0.4pp | 87.6%+1.3pp | 82.4%+6.4pp |
| Annual return | 16.93% | 150.76%-133.8pp | 115.59%-98.7pp | 345.32%-328.4pp |
| Employer contribution / active EE | $6,824 | $6,371+7.1% | $5,614+21.6% | $4,762+43.3% |
| Participant deferral / active EE | $5,412 | $8,034-32.6% | $7,298-25.8% | $5,850-7.5% |
| Admin fee / account holder | $22,888 | $13,121+74.4% | $10,843+111.1% | $11,596+97.4% |