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 | $708,020 | $179,726+293.9% | $156,263+353.1% | $142,382+397.3% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.9%-7.5pp | 80.1%-8.7pp |
| Annual return | 17.40% | 77.86%-60.5pp | 59.47%-42.1pp | 217.08%-199.7pp |
| Employer contribution / active EE | $10,877 | $5,069+114.6% | $4,333+151.0% | $4,299+153.0% |
| Participant deferral / active EE | $12,359 | $6,956+77.7% | $6,158+100.7% | $6,507+89.9% |
| Admin fee / account holder | $4,640 | $17,272-73.1% | $14,255-67.5% | $12,624-63.2% |