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 | $621,952 | $157,256+295.5% | $141,162+340.6% | $152,861+306.9% |
| Participation rate | 94.7% | 84.8%+9.9pp | 82.5%+12.3pp | 82.4%+12.3pp |
| Annual return | 28.43% | 64.32%-35.9pp | 71.39%-43.0pp | 345.32%-316.9pp |
| Employer contribution / active EE | $4,074 | $5,261-22.6% | $4,735-14.0% | $4,762-14.5% |
| Participant deferral / active EE | $18,556 | $7,109+161.0% | $6,709+176.6% | $5,850+217.2% |
| Admin fee / account holder | $8,893 | $12,120-26.6% | $10,261-13.3% | $11,596-23.3% |