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 | $983,029 | $163,101+502.7% | $136,749+618.9% | $142,382+590.4% |
| Participation rate | 83.3% | 78.2%+5.1pp | 72.1%+11.2pp | 80.1%+3.2pp |
| Annual return | 21.54% | 27.54%-6.0pp | 24.33%-2.8pp | 217.08%-195.5pp |
| Employer contribution / active EE | $3,241 | $4,117-21.3% | $3,400-4.7% | $4,299-24.6% |
| Participant deferral / active EE | $11,794 | $5,585+111.2% | $4,692+151.4% | $6,507+81.2% |
| Admin fee / account holder | $10,604 | $14,318-25.9% | $11,386-6.9% | $12,624-16.0% |