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 | $589,982 | $159,602+269.7% | $150,045+293.2% | $142,382+314.4% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.3%+7.7pp | 80.1%+9.9pp |
| Annual return | 13.82% | 70.24%-56.4pp | 62.55%-48.7pp | 217.08%-203.3pp |
| Employer contribution / active EE | $4,610 | $4,961-7.1% | $4,693-1.8% | $4,299+7.2% |
| Participant deferral / active EE | $13,276 | $8,310+59.8% | $7,997+66.0% | $6,507+104.0% |
| Admin fee / account holder | $14,106 | $14,846-5.0% | $13,435+5.0% | $12,624+11.7% |