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 | $697,578 | $148,534+369.6% | $135,903+413.3% | $139,434+400.3% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 19.06% | 79.19%-60.1pp | 68.23%-49.2pp | 372.94%-353.9pp |
| Employer contribution / active EE | $25,039 | $5,243+377.6% | $4,856+415.6% | $4,751+427.0% |
| Participant deferral / active EE | $14,224 | $8,100+75.6% | $7,758+83.3% | $6,710+112.0% |
| Admin fee / account holder | $21,760 | $12,400+75.5% | $10,762+102.2% | $11,403+90.8% |