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 | $937,525 | $157,256+496.2% | $141,162+564.1% | $152,861+513.3% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | 26.86% | 64.32%-37.5pp | 71.39%-44.5pp | 345.32%-318.5pp |
| Employer contribution / active EE | $7,774 | $5,261+47.8% | $4,735+64.2% | $4,762+63.2% |
| Participant deferral / active EE | $15,667 | $7,109+120.4% | $6,709+133.5% | $5,850+167.8% |
| Admin fee / account holder | $10,808 | $12,120-10.8% | $10,261+5.3% | $11,596-6.8% |