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 | $372,085 | $159,602+133.1% | $150,045+148.0% | $142,382+161.3% |
| Participation rate | 94.7% | 84.0%+10.8pp | 82.3%+12.4pp | 80.1%+14.6pp |
| Annual return | 16.72% | 70.24%-53.5pp | 62.55%-45.8pp | 217.08%-200.4pp |
| Employer contribution / active EE | $5,465 | $4,961+10.2% | $4,693+16.5% | $4,299+27.1% |
| Participant deferral / active EE | $11,221 | $8,310+35.0% | $7,997+40.3% | $6,507+72.4% |
| Admin fee / account holder | $24,493 | $14,846+65.0% | $13,435+82.3% | $12,624+94.0% |