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 | $590,418 | $214,378+175.4% | $200,582+194.4% | $142,382+314.7% |
| Participation rate | 87.5% | 87.4%+0.1pp | 86.9%+0.6pp | 80.1%+7.4pp |
| Annual return | 14.25% | 46.41%-32.2pp | 42.33%-28.1pp | 217.08%-202.8pp |
| Employer contribution / active EE | $6,956 | $6,841+1.7% | $6,419+8.4% | $4,299+61.8% |
| Participant deferral / active EE | $17,532 | $9,865+77.7% | $9,331+87.9% | $6,507+169.4% |
| Admin fee / account holder | $39,248 | $17,692+121.8% | $16,305+140.7% | $12,624+210.9% |