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 | $388,074 | $159,602+143.2% | $150,045+158.6% | $142,382+172.6% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.3%+6.6pp | 80.1%+8.8pp |
| Annual return | 15.79% | 70.24%-54.5pp | 62.55%-46.8pp | 217.08%-201.3pp |
| Employer contribution / active EE | $9,944 | $4,961+100.5% | $4,693+111.9% | $4,299+131.3% |
| Participant deferral / active EE | $10,201 | $8,310+22.7% | $7,997+27.6% | $6,507+56.8% |
| Admin fee / account holder | $15,721 | $14,846+5.9% | $13,435+17.0% | $12,624+24.5% |