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 | $601,295 | $154,228+289.9% | $145,433+313.5% | $137,256+338.1% |
| Participation rate | 84.6% | 83.8%+0.8pp | 82.1%+2.5pp | 80.0%+4.7pp |
| Annual return | 16.20% | 74.59%-58.4pp | 66.58%-50.4pp | 220.34%-204.1pp |
| Employer contribution / active EE | $10,842 | $4,804+125.7% | $4,554+138.1% | $4,156+160.9% |
| Participant deferral / active EE | $11,968 | $8,216+45.7% | $7,897+51.5% | $6,407+86.8% |
| Admin fee / account holder | $10,678 | $14,344-25.6% | $13,129-18.7% | $12,270-13.0% |