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 | $532,373 | $106,584+399.5% | $101,326+425.4% | $142,382+273.9% |
| Participation rate | 80.0% | 82.7%-2.7pp | 81.5%-1.5pp | 80.1%-0.1pp |
| Annual return | 14.03% | 36.93%-22.9pp | 36.82%-22.8pp | 217.08%-203.0pp |
| Employer contribution / active EE | $1,622 | $3,956-59.0% | $3,665-55.7% | $4,299-62.3% |
| Participant deferral / active EE | $10,896 | $8,297+31.3% | $7,994+36.3% | $6,507+67.4% |
| Admin fee / account holder | $36,606 | $11,446+219.8% | $11,185+227.3% | $12,624+190.0% |