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 | $824,342 | $209,411+293.6% | $178,490+361.8% | $158,922+418.7% |
| Participation rate | 87.5% | 86.3%+1.2pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 25.70% | 188.75%-163.0pp | 151.07%-125.4pp | 302.83%-277.1pp |
| Employer contribution / active EE | $24,343 | $5,706+326.6% | $5,011+385.8% | $4,761+411.3% |
| Participant deferral / active EE | $17,063 | $5,954+186.6% | $5,202+228.0% | $5,982+185.2% |
| Admin fee / account holder | $53,709 | $17,074+214.6% | $13,984+284.1% | $11,246+377.6% |