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 | $581,679 | $135,952+327.9% | $123,892+369.5% | $273,961+112.3% |
| Participation rate | 85.7% | 84.1%+1.7pp | 81.4%+4.3pp | 83.0%+2.7pp |
| Annual return | 7.98% | 56.63%-48.6pp | 47.52%-39.5pp | 41.45%-33.5pp |
| Employer contribution / active EE | $15,782 | $5,170+205.3% | $4,617+241.8% | $4,869+224.2% |
| Participant deferral / active EE | $17,043 | $6,343+168.7% | $5,984+184.8% | $5,287+222.3% |
| Admin fee / account holder | $33,207 | $9,817+238.3% | $8,357+297.4% | $10,132+227.7% |