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 | $860,967 | $209,336+311.3% | $197,124+336.8% | $137,256+527.3% |
| Participation rate | 75.0% | 87.3%-12.3pp | 86.7%-11.7pp | 80.0%-5.0pp |
| Annual return | 18.60% | 48.09%-29.5pp | 44.34%-25.7pp | 220.34%-201.7pp |
| Employer contribution / active EE | $10,350 | $6,591+57.0% | $6,227+66.2% | $4,156+149.0% |
| Participant deferral / active EE | $20,921 | $9,614+117.6% | $9,135+129.0% | $6,407+226.5% |
| Admin fee / account holder | $65,321 | $17,308+277.4% | $16,298+300.8% | $12,270+432.4% |