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 | $663,423 | $159,901+314.9% | $146,958+351.4% | $145,922+354.6% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 9.69% | 98.13%-88.4pp | 418.34%-408.6pp | 561.29%-551.6pp |
| Employer contribution / active EE | $4,350 | $5,286-17.7% | $4,933-11.8% | $4,660-6.6% |
| Participant deferral / active EE | $11,225 | $8,428+33.2% | $8,070+39.1% | $6,688+67.8% |
| Admin fee / account holder | $10,121 | $15,044-32.7% | $12,998-22.1% | $13,397-24.5% |