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 | $950,711 | $185,822+411.6% | $169,993+459.3% | $139,434+581.8% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 14.42% | 60.50%-46.1pp | 53.37%-38.9pp | 372.94%-358.5pp |
| Employer contribution / active EE | $2,995 | $7,590-60.5% | $6,785-55.9% | $4,751-37.0% |
| Participant deferral / active EE | $9,796 | $11,622-15.7% | $10,408-5.9% | $6,710+46.0% |
| Admin fee / account holder | $84,926 | $15,381+452.2% | $12,815+562.7% | $11,403+644.8% |