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 | $517,573 | $148,534+248.5% | $135,903+280.8% | $139,434+271.2% |
| Participation rate | 72.7% | 83.9%-11.1pp | 81.9%-9.2pp | 80.3%-7.6pp |
| Annual return | 17.76% | 79.19%-61.4pp | 68.23%-50.5pp | 372.94%-355.2pp |
| Employer contribution / active EE | $0 | $5,243-100.0% | $4,856-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $12,275 | $8,100+51.5% | $7,758+58.2% | $6,710+82.9% |
| Admin fee / account holder | $1,569 | $12,400-87.3% | $10,762-85.4% | $11,403-86.2% |