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 | $592,152 | $209,411+182.8% | $178,490+231.8% | $158,922+272.6% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 17.71% | 188.75%-171.0pp | 151.07%-133.4pp | 302.83%-285.1pp |
| Employer contribution / active EE | $13,464 | $5,706+135.9% | $5,011+168.7% | $4,761+182.8% |
| Participant deferral / active EE | $9,818 | $5,954+64.9% | $5,202+88.7% | $5,982+64.1% |
| Admin fee / account holder | $3,899 | $17,074-77.2% | $13,984-72.1% | $11,246-65.3% |