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 | $325,279 | $209,336+55.4% | $197,124+65.0% | $137,256+137.0% |
| Participation rate | 90.0% | 87.3%+2.7pp | 86.7%+3.3pp | 80.0%+10.0pp |
| Annual return | 20.72% | 48.09%-27.4pp | 44.34%-23.6pp | 220.34%-199.6pp |
| Employer contribution / active EE | $3,152 | $6,591-52.2% | $6,227-49.4% | $4,156-24.2% |
| Participant deferral / active EE | $7,483 | $9,614-22.2% | $9,135-18.1% | $6,407+16.8% |
| Admin fee / account holder | $18,755 | $17,308+8.4% | $16,298+15.1% | $12,270+52.9% |