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 | $610,599 | $159,901+281.9% | $146,958+315.5% | $145,922+318.4% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.1pp |
| Annual return | 10.08% | 98.13%-88.0pp | 418.34%-408.3pp | 561.29%-551.2pp |
| Employer contribution / active EE | $3,291 | $5,286-37.7% | $4,933-33.3% | $4,660-29.4% |
| Participant deferral / active EE | $7,903 | $8,428-6.2% | $8,070-2.1% | $6,688+18.2% |
| Admin fee / account holder | $5,506 | $15,044-63.4% | $12,998-57.6% | $13,397-58.9% |