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 | $587,596 | $159,602+268.2% | $150,045+291.6% | $142,382+312.7% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.3%+6.6pp | 80.1%+8.8pp |
| Annual return | 17.26% | 70.24%-53.0pp | 62.55%-45.3pp | 217.08%-199.8pp |
| Employer contribution / active EE | $8,832 | $4,961+78.0% | $4,693+88.2% | $4,299+105.4% |
| Participant deferral / active EE | $11,078 | $8,310+33.3% | $7,997+38.5% | $6,507+70.2% |
| Admin fee / account holder | $4,818 | $14,846-67.5% | $13,435-64.1% | $12,624-61.8% |