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 | $821,378 | $185,822+342.0% | $169,993+383.2% | $139,434+489.1% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 20.43% | 60.50%-40.1pp | 53.37%-32.9pp | 372.94%-352.5pp |
| Employer contribution / active EE | $2,387 | $7,590-68.5% | $6,785-64.8% | $4,751-49.8% |
| Participant deferral / active EE | $8,931 | $11,622-23.2% | $10,408-14.2% | $6,710+33.1% |
| Admin fee / account holder | $2,667 | $15,381-82.7% | $12,815-79.2% | $11,403-76.6% |