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 | $935,975 | $214,378+336.6% | $200,582+366.6% | $142,382+557.4% |
| Participation rate | 86.7% | 87.4%-0.8pp | 86.9%-0.2pp | 80.1%+6.5pp |
| Annual return | 15.26% | 46.41%-31.1pp | 42.33%-27.1pp | 217.08%-201.8pp |
| Employer contribution / active EE | $8,523 | $6,841+24.6% | $6,419+32.8% | $4,299+98.2% |
| Participant deferral / active EE | $3,933 | $9,865-60.1% | $9,331-57.8% | $6,507-39.6% |
| Admin fee / account holder | $248,732 | $17,692+1305.9% | $16,305+1425.5% | $12,624+1870.4% |