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 | $316,242 | $159,602+98.1% | $150,045+110.8% | $142,382+122.1% |
| Participation rate | 95.8% | 84.0%+11.9pp | 82.3%+13.5pp | 80.1%+15.7pp |
| Annual return | 18.37% | 70.24%-51.9pp | 62.55%-44.2pp | 217.08%-198.7pp |
| Employer contribution / active EE | $6,118 | $4,961+23.3% | $4,693+30.4% | $4,299+42.3% |
| Participant deferral / active EE | $9,018 | $8,310+8.5% | $7,997+12.8% | $6,507+38.6% |
| Admin fee / account holder | $16,473 | $14,846+11.0% | $13,435+22.6% | $12,624+30.5% |