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 | $455,455 | $209,411+117.5% | $178,490+155.2% | $158,922+186.6% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 29.96% | 188.75%-158.8pp | 151.07%-121.1pp | 302.83%-272.9pp |
| Employer contribution / active EE | $1,668 | $5,706-70.8% | $5,011-66.7% | $4,761-65.0% |
| Participant deferral / active EE | $11,028 | $5,954+85.2% | $5,202+112.0% | $5,982+84.3% |
| Admin fee / account holder | $8,011 | $17,074-53.1% | $13,984-42.7% | $11,246-28.8% |