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 | $986,494 | $227,553+333.5% | $189,557+420.4% | $167,490+489.0% |
| Participation rate | 87.5% | 82.5%+5.0pp | 78.4%+9.1pp | 82.1%+5.4pp |
| Annual return | 36.20% | 78.40%-42.2pp | 64.17%-28.0pp | 478.56%-442.4pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,412-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $8,947 | $7,002+27.8% | $6,174+44.9% | $6,341+41.1% |
| Admin fee / account holder | $33,652 | $11,878+183.3% | $9,807+243.1% | $12,309+173.4% |