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 | $712,502 | $214,378+232.4% | $200,582+255.2% | $142,382+400.4% |
| Participation rate | 82.4% | 87.4%-5.1pp | 86.9%-4.5pp | 80.1%+2.2pp |
| Annual return | 12.81% | 46.41%-33.6pp | 42.33%-29.5pp | 217.08%-204.3pp |
| Employer contribution / active EE | $2,782 | $6,841-59.3% | $6,419-56.7% | $4,299-35.3% |
| Participant deferral / active EE | $7,165 | $9,865-27.4% | $9,331-23.2% | $6,507+10.1% |
| Admin fee / account holder | $54,284 | $17,692+206.8% | $16,305+232.9% | $12,624+330.0% |