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 | $877,455 | $159,602+449.8% | $150,045+484.8% | $142,382+516.3% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.3%+6.6pp | 80.1%+8.8pp |
| Annual return | 64.76% | 70.24%-5.5pp | 62.55%+2.2pp | 217.08%-152.3pp |
| Employer contribution / active EE | $5,600 | $4,961+12.9% | $4,693+19.3% | $4,299+30.3% |
| Participant deferral / active EE | $15,069 | $8,310+81.3% | $7,997+88.4% | $6,507+131.6% |
| Admin fee / account holder | $1,803 | $14,846-87.9% | $13,435-86.6% | $12,624-85.7% |