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 | $297,455 | $112,096+165.4% | $95,952+210.0% | $158,922+87.2% |
| Participation rate | 95.5% | 79.0%+16.5pp | 77.1%+18.4pp | 82.0%+13.5pp |
| Annual return | 24.66% | 171.09%-146.4pp | 91.61%-66.9pp | 302.83%-278.2pp |
| Employer contribution / active EE | $2,510 | $3,198-21.5% | $2,541-1.2% | $4,761-47.3% |
| Participant deferral / active EE | $8,851 | $4,784+85.0% | $4,167+112.4% | $5,982+48.0% |
| Admin fee / account holder | $13,461 | $10,130+32.9% | $6,795+98.1% | $11,246+19.7% |