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 | $584,494 | $177,572+229.2% | $154,803+277.6% | $142,382+310.5% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 17.05% | 65.07%-48.0pp | 58.88%-41.8pp | 217.08%-200.0pp |
| Employer contribution / active EE | $6,250 | $4,810+29.9% | $4,305+45.2% | $4,299+45.4% |
| Participant deferral / active EE | $6,547 | $6,272+4.4% | $5,540+18.2% | $6,507+0.6% |
| Admin fee / account holder | $35,663 | $16,786+112.5% | $14,329+148.9% | $12,624+182.5% |