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 | $993,410 | $177,572+459.4% | $154,803+541.7% | $142,382+597.7% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.1%-6.6pp | 80.1%-8.7pp |
| Annual return | 12.01% | 65.07%-53.1pp | 58.88%-46.9pp | 217.08%-205.1pp |
| Employer contribution / active EE | $13,558 | $4,810+181.8% | $4,305+214.9% | $4,299+215.4% |
| Participant deferral / active EE | $5,157 | $6,272-17.8% | $5,540-6.9% | $6,507-20.7% |
| Admin fee / account holder | $5,939 | $16,786-64.6% | $14,329-58.6% | $12,624-53.0% |