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 | $420,651 | $159,602+163.6% | $150,045+180.3% | $142,382+195.4% |
| Participation rate | 94.1% | 84.0%+10.1pp | 82.3%+11.8pp | 80.1%+14.0pp |
| Annual return | 16.55% | 70.24%-53.7pp | 62.55%-46.0pp | 217.08%-200.5pp |
| Employer contribution / active EE | $15,999 | $4,961+222.5% | $4,693+240.9% | $4,299+272.1% |
| Participant deferral / active EE | $14,088 | $8,310+69.5% | $7,997+76.2% | $6,507+116.5% |
| Admin fee / account holder | $8,443 | $14,846-43.1% | $13,435-37.2% | $12,624-33.1% |