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 | $761,677 | $154,228+393.9% | $145,433+423.7% | $137,256+454.9% |
| Participation rate | 91.7% | 83.8%+7.9pp | 82.1%+9.5pp | 80.0%+11.7pp |
| Annual return | 12.82% | 74.59%-61.8pp | 66.58%-53.8pp | 220.34%-207.5pp |
| Employer contribution / active EE | $4,621 | $4,804-3.8% | $4,554+1.5% | $4,156+11.2% |
| Participant deferral / active EE | $16,109 | $8,216+96.1% | $7,897+104.0% | $6,407+151.4% |
| Admin fee / account holder | $2,619 | $14,344-81.7% | $13,129-80.1% | $12,270-78.7% |