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 | $585,779 | $165,335+254.3% | $149,696+291.3% | $158,922+268.6% |
| Participation rate | 84.2% | 84.6%-0.4pp | 82.5%+1.7pp | 82.0%+2.3pp |
| Annual return | 9.26% | 348.15%-338.9pp | 276.60%-267.3pp | 302.83%-293.6pp |
| Employer contribution / active EE | $5,503 | $5,103+7.8% | $4,644+18.5% | $4,761+15.6% |
| Participant deferral / active EE | $9,067 | $7,181+26.3% | $6,842+32.5% | $5,982+51.6% |
| Admin fee / account holder | $9,139 | $10,807-15.4% | $9,309-1.8% | $11,246-18.7% |