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 | $964,644 | $159,934+503.2% | $147,005+556.2% | $145,959+560.9% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 12.54% | 98.24%-85.7pp | 418.76%-406.2pp | 561.95%-549.4pp |
| Employer contribution / active EE | $13,773 | $5,287+160.5% | $4,934+179.1% | $4,661+195.5% |
| Participant deferral / active EE | $9,910 | $8,427+17.6% | $8,070+22.8% | $6,689+48.2% |
| Admin fee / account holder | $5,530 | $15,053-63.3% | $13,006-57.5% | $13,398-58.7% |