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 | $560,014 | $177,572+215.4% | $154,803+261.8% | $142,382+293.3% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 19.40% | 65.07%-45.7pp | 58.88%-39.5pp | 217.08%-197.7pp |
| Employer contribution / active EE | $32,199 | $4,810+569.3% | $4,305+647.9% | $4,299+649.0% |
| Participant deferral / active EE | $17,500 | $6,272+179.0% | $5,540+215.9% | $6,507+168.9% |
| Admin fee / account holder | $3,364 | $16,786-80.0% | $14,329-76.5% | $12,624-73.3% |