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 | $435,927 | $74,888+482.1% | $71,209+512.2% | $142,382+206.2% |
| Participation rate | 70.0% | 76.2%-6.2pp | 73.8%-3.8pp | 80.1%-10.1pp |
| Annual return | 13.57% | 345.14%-331.6pp | 282.51%-268.9pp | 217.08%-203.5pp |
| Employer contribution / active EE | $7,122 | $2,854+149.5% | $2,721+161.8% | $4,299+65.7% |
| Participant deferral / active EE | $16,425 | $4,454+268.7% | $4,175+293.4% | $6,507+152.4% |
| Admin fee / account holder | $27,821 | $5,568+399.6% | $5,349+420.1% | $12,624+120.4% |