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 | $580,005 | $165,335+250.8% | $149,696+287.5% | $158,922+265.0% |
| Participation rate | 88.2% | 84.6%+3.7pp | 82.5%+5.8pp | 82.0%+6.3pp |
| Annual return | 24.71% | 348.15%-323.4pp | 276.60%-251.9pp | 302.83%-278.1pp |
| Employer contribution / active EE | $6,589 | $5,103+29.1% | $4,644+41.9% | $4,761+38.4% |
| Participant deferral / active EE | $11,408 | $7,181+58.9% | $6,842+66.7% | $5,982+90.7% |
| Admin fee / account holder | $21,777 | $10,807+101.5% | $9,309+133.9% | $11,246+93.6% |