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 | $596,294 | $135,952+338.6% | $123,892+381.3% | $273,961+117.7% |
| Participation rate | 85.7% | 84.1%+1.7pp | 81.4%+4.3pp | 83.0%+2.7pp |
| Annual return | 9.51% | 56.63%-47.1pp | 47.52%-38.0pp | 41.45%-31.9pp |
| Employer contribution / active EE | $3,029 | $5,170-41.4% | $4,617-34.4% | $4,869-37.8% |
| Participant deferral / active EE | $11,389 | $6,343+79.6% | $5,984+90.3% | $5,287+115.4% |
| Admin fee / account holder | $12,785 | $9,817+30.2% | $8,357+53.0% | $10,132+26.2% |