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 | $432,897 | $210,648+105.5% | $177,989+143.2% | $145,922+196.7% |
| Participation rate | 73.7% | 80.8%-7.1pp | 77.1%-3.4pp | 80.3%-6.6pp |
| Annual return | 9.97% | 385.86%-375.9pp | 294.48%-284.5pp | 561.29%-551.3pp |
| Employer contribution / active EE | $1,454 | $4,565-68.1% | $3,949-63.2% | $4,660-68.8% |
| Participant deferral / active EE | $4,244 | $6,958-39.0% | $6,276-32.4% | $6,688-36.5% |
| Admin fee / account holder | $16,029 | $12,013+33.4% | $10,363+54.7% | $13,397+19.6% |