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 | $280,744 | $177,572+58.1% | $154,803+81.4% | $142,382+97.2% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 14.83% | 65.07%-50.2pp | 58.88%-44.1pp | 217.08%-202.2pp |
| Employer contribution / active EE | $12,273 | $4,810+155.1% | $4,305+185.1% | $4,299+185.5% |
| Participant deferral / active EE | $13,870 | $6,272+121.1% | $5,540+150.3% | $6,507+113.1% |
| Admin fee / account holder | $56,835 | $16,786+238.6% | $14,329+296.6% | $12,624+350.2% |