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 | $869,828 | $209,336+315.5% | $197,124+341.3% | $137,256+533.7% |
| Participation rate | 83.3% | 87.3%-4.0pp | 86.7%-3.4pp | 80.0%+3.4pp |
| Annual return | 14.95% | 48.09%-33.1pp | 44.34%-29.4pp | 220.34%-205.4pp |
| Employer contribution / active EE | $8,471 | $6,591+28.5% | $6,227+36.0% | $4,156+103.8% |
| Participant deferral / active EE | $15,055 | $9,614+56.6% | $9,135+64.8% | $6,407+135.0% |
| Admin fee / account holder | $1,725 | $17,308-90.0% | $16,298-89.4% | $12,270-85.9% |