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 | $514,880 | $177,572+190.0% | $154,803+232.6% | $142,382+261.6% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 11.56% | 65.07%-53.5pp | 58.88%-47.3pp | 217.08%-205.5pp |
| Employer contribution / active EE | $3,669 | $4,810-23.7% | $4,305-14.8% | $4,299-14.7% |
| Participant deferral / active EE | $6,364 | $6,272+1.5% | $5,540+14.9% | $6,507-2.2% |
| Admin fee / account holder | $3,264 | $16,786-80.6% | $14,329-77.2% | $12,624-74.1% |