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 | $546,483 | $159,901+241.8% | $146,958+271.9% | $145,922+274.5% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 17.75% | 98.13%-80.4pp | 418.34%-400.6pp | 561.29%-543.5pp |
| Employer contribution / active EE | $5,013 | $5,286-5.2% | $4,933+1.6% | $4,660+7.6% |
| Participant deferral / active EE | $8,797 | $8,428+4.4% | $8,070+9.0% | $6,688+31.5% |
| Admin fee / account holder | $92,706 | $15,044+516.2% | $12,998+613.2% | $13,397+592.0% |