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 | $474,789 | $177,572+167.4% | $154,803+206.7% | $142,382+233.5% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 13.05% | 65.07%-52.0pp | 58.88%-45.8pp | 217.08%-204.0pp |
| Employer contribution / active EE | $5,257 | $4,810+9.3% | $4,305+22.1% | $4,299+22.3% |
| Participant deferral / active EE | $4,647 | $6,272-25.9% | $5,540-16.1% | $6,507-28.6% |
| Admin fee / account holder | $7,907 | $16,786-52.9% | $14,329-44.8% | $12,624-37.4% |