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 | $495,690 | $157,256+215.2% | $141,162+251.2% | $152,861+224.3% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 14.97% | 64.32%-49.4pp | 71.39%-56.4pp | 345.32%-330.3pp |
| Employer contribution / active EE | $13,510 | $5,261+156.8% | $4,735+185.3% | $4,762+183.7% |
| Participant deferral / active EE | $6,500 | $7,109-8.6% | $6,709-3.1% | $5,850+11.1% |
| Admin fee / account holder | $6,182 | $12,120-49.0% | $10,261-39.8% | $11,596-46.7% |