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 | $458,605 | $209,411+119.0% | $178,490+156.9% | $158,922+188.6% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 12.13% | 188.75%-176.6pp | 151.07%-138.9pp | 302.83%-290.7pp |
| Employer contribution / active EE | $9,929 | $5,706+74.0% | $5,011+98.2% | $4,761+108.5% |
| Participant deferral / active EE | $11,226 | $5,954+88.5% | $5,202+115.8% | $5,982+87.7% |
| Admin fee / account holder | $40,235 | $17,074+135.6% | $13,984+187.7% | $11,246+257.8% |