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 | $562,757 | $198,466+183.6% | $170,442+230.2% | $147,584+281.3% |
| Participation rate | 71.4% | 88.0%-16.5pp | 83.6%-12.2pp | 82.8%-11.4pp |
| Annual return | 25.25% | 257.29%-232.0pp | 205.93%-180.7pp | 578.55%-553.3pp |
| Employer contribution / active EE | $7,166 | $6,184+15.9% | $5,433+31.9% | $4,876+47.0% |
| Participant deferral / active EE | $2,904 | $5,629-48.4% | $4,939-41.2% | $5,439-46.6% |
| Admin fee / account holder | $9,787 | $16,852-41.9% | $13,880-29.5% | $10,885-10.1% |