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 | $375,154 | $159,602+135.1% | $150,045+150.0% | $142,382+163.5% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.3%+10.0pp | 80.1%+12.2pp |
| Annual return | 16.82% | 70.24%-53.4pp | 62.55%-45.7pp | 217.08%-200.3pp |
| Employer contribution / active EE | $15,992 | $4,961+222.4% | $4,693+240.7% | $4,299+272.0% |
| Participant deferral / active EE | $15,634 | $8,310+88.1% | $7,997+95.5% | $6,507+140.3% |
| Admin fee / account holder | $31,516 | $14,846+112.3% | $13,435+134.6% | $12,624+149.7% |