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 | $639,810 | $159,901+300.1% | $146,958+335.4% | $145,922+338.5% |
| Participation rate | 78.6% | 84.0%-5.4pp | 82.2%-3.6pp | 80.3%-1.7pp |
| Annual return | 10.69% | 98.13%-87.4pp | 418.34%-407.7pp | 561.29%-550.6pp |
| Employer contribution / active EE | $14,112 | $5,286+167.0% | $4,933+186.1% | $4,660+202.8% |
| Participant deferral / active EE | $12,192 | $8,428+44.7% | $8,070+51.1% | $6,688+82.3% |
| Admin fee / account holder | $52,861 | $15,044+251.4% | $12,998+306.7% | $13,397+294.6% |