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 | $319,382 | $159,602+100.1% | $150,045+112.9% | $142,382+124.3% |
| Participation rate | 91.3% | 84.0%+7.3pp | 82.3%+9.0pp | 80.1%+11.2pp |
| Annual return | 15.11% | 70.24%-55.1pp | 62.55%-47.4pp | 217.08%-202.0pp |
| Employer contribution / active EE | $5,618 | $4,961+13.3% | $4,693+19.7% | $4,299+30.7% |
| Participant deferral / active EE | $12,373 | $8,310+48.9% | $7,997+54.7% | $6,507+90.1% |
| Admin fee / account holder | $12,849 | $14,846-13.5% | $13,435-4.4% | $12,624+1.8% |