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 | $579,042 | $165,335+250.2% | $149,696+286.8% | $158,922+264.4% |
| Participation rate | 76.2% | 84.6%-8.4pp | 82.5%-6.3pp | 82.0%-5.8pp |
| Annual return | 8.98% | 348.15%-339.2pp | 276.60%-267.6pp | 302.83%-293.9pp |
| Employer contribution / active EE | $12,665 | $5,103+148.2% | $4,644+172.7% | $4,761+166.0% |
| Participant deferral / active EE | $3,931 | $7,181-45.3% | $6,842-42.5% | $5,982-34.3% |
| Admin fee / account holder | $8,308 | $10,807-23.1% | $9,309-10.7% | $11,246-26.1% |