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 | $520,919 | $157,256+231.3% | $141,162+269.0% | $152,861+240.8% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 16.43% | 64.32%-47.9pp | 71.39%-55.0pp | 345.32%-328.9pp |
| Employer contribution / active EE | $18,965 | $5,261+260.5% | $4,735+300.5% | $4,762+298.2% |
| Participant deferral / active EE | $12,273 | $7,109+72.6% | $6,709+82.9% | $5,850+109.8% |
| Admin fee / account holder | $4,426 | $12,120-63.5% | $10,261-56.9% | $11,596-61.8% |