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 | $539,638 | $209,411+157.7% | $178,490+202.3% | $158,922+239.6% |
| Participation rate | 92.3% | 86.3%+6.0pp | 81.9%+10.4pp | 82.0%+10.3pp |
| Annual return | 11.70% | 188.75%-177.1pp | 151.07%-139.4pp | 302.83%-291.1pp |
| Employer contribution / active EE | $18,318 | $5,706+221.0% | $5,011+265.6% | $4,761+284.7% |
| Participant deferral / active EE | $12,120 | $5,954+103.5% | $5,202+133.0% | $5,982+102.6% |
| Admin fee / account holder | $14,770 | $17,074-13.5% | $13,984+5.6% | $11,246+31.3% |