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 | $556,657 | $165,335+236.7% | $149,696+271.9% | $158,922+250.3% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 25.70% | 348.15%-322.4pp | 276.60%-250.9pp | 302.83%-277.1pp |
| Employer contribution / active EE | $6,447 | $5,103+26.3% | $4,644+38.8% | $4,761+35.4% |
| Participant deferral / active EE | $11,255 | $7,181+56.7% | $6,842+64.5% | $5,982+88.1% |
| Admin fee / account holder | $1,445 | $10,807-86.6% | $9,309-84.5% | $11,246-87.1% |