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 | $400,498 | $176,056+127.5% | $159,436+151.2% | $167,490+139.1% |
| Participation rate | 80.0% | 84.9%-4.9pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 10.54% | 331.75%-321.2pp | 263.57%-253.0pp | 478.56%-468.0pp |
| Employer contribution / active EE | $10,759 | $5,297+103.1% | $4,829+122.8% | $4,837+122.4% |
| Participant deferral / active EE | $3,463 | $7,750-55.3% | $7,352-52.9% | $6,341-45.4% |
| Admin fee / account holder | $2,961 | $12,554-76.4% | $10,799-72.6% | $12,309-75.9% |