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 | $539,939 | $165,335+226.6% | $149,696+260.7% | $158,922+239.8% |
| Participation rate | 77.8% | 84.6%-6.8pp | 82.5%-4.7pp | 82.0%-4.2pp |
| Annual return | 20.33% | 348.15%-327.8pp | 276.60%-256.3pp | 302.83%-282.5pp |
| Employer contribution / active EE | $2,764 | $5,103-45.8% | $4,644-40.5% | $4,761-41.9% |
| Participant deferral / active EE | $11,483 | $7,181+59.9% | $6,842+67.8% | $5,982+92.0% |
| Admin fee / account holder | $4,548 | $10,807-57.9% | $9,309-51.1% | $11,246-59.6% |