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 | $266,519 | $165,335+61.2% | $149,696+78.0% | $158,922+67.7% |
| Participation rate | 88.9% | 84.6%+4.3pp | 82.5%+6.4pp | 82.0%+6.9pp |
| Annual return | 10.76% | 348.15%-337.4pp | 276.60%-265.8pp | 302.83%-292.1pp |
| Employer contribution / active EE | $3,990 | $5,103-21.8% | $4,644-14.1% | $4,761-16.2% |
| Participant deferral / active EE | $9,949 | $7,181+38.5% | $6,842+45.4% | $5,982+66.3% |
| Admin fee / account holder | $12,404 | $10,807+14.8% | $9,309+33.3% | $11,246+10.3% |