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 | $545,726 | $165,335+230.1% | $149,696+264.6% | $158,922+243.4% |
| Participation rate | 71.4% | 84.6%-13.1pp | 82.5%-11.0pp | 82.0%-10.5pp |
| Annual return | 12.91% | 348.15%-335.2pp | 276.60%-263.7pp | 302.83%-289.9pp |
| Employer contribution / active EE | $13,637 | $5,103+167.2% | $4,644+193.6% | $4,761+186.4% |
| Participant deferral / active EE | $10,045 | $7,181+39.9% | $6,842+46.8% | $5,982+67.9% |
| Admin fee / account holder | $15,618 | $10,807+44.5% | $9,309+67.8% | $11,246+38.9% |