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 | $522,790 | $159,602+227.6% | $150,045+248.4% | $142,382+267.2% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.3%+5.2pp | 80.1%+7.4pp |
| Annual return | 15.07% | 70.24%-55.2pp | 62.55%-47.5pp | 217.08%-202.0pp |
| Employer contribution / active EE | $4,850 | $4,961-2.2% | $4,693+3.3% | $4,299+12.8% |
| Participant deferral / active EE | $8,909 | $8,310+7.2% | $7,997+11.4% | $6,507+36.9% |
| Admin fee / account holder | $30,804 | $14,846+107.5% | $13,435+129.3% | $12,624+144.0% |