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 | $586,274 | $165,335+254.6% | $149,696+291.6% | $158,922+268.9% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 19.49% | 348.15%-328.7pp | 276.60%-257.1pp | 302.83%-283.3pp |
| Employer contribution / active EE | $2,233 | $5,103-56.2% | $4,644-51.9% | $4,761-53.1% |
| Participant deferral / active EE | $2,879 | $7,181-59.9% | $6,842-57.9% | $5,982-51.9% |
| Admin fee / account holder | $4,114 | $10,807-61.9% | $9,309-55.8% | $11,246-63.4% |