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 | $531,155 | $209,336+153.7% | $197,124+169.5% | $137,256+287.0% |
| Participation rate | 91.7% | 87.3%+4.4pp | 86.7%+5.0pp | 80.0%+11.7pp |
| Annual return | 15.35% | 48.09%-32.7pp | 44.34%-29.0pp | 220.34%-205.0pp |
| Employer contribution / active EE | $5,195 | $6,591-21.2% | $6,227-16.6% | $4,156+25.0% |
| Participant deferral / active EE | $16,546 | $9,614+72.1% | $9,135+81.1% | $6,407+158.3% |
| Admin fee / account holder | $12,435 | $17,308-28.2% | $16,298-23.7% | $12,270+1.3% |