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 | $747,830 | $178,174+319.7% | $156,181+378.8% | $137,256+444.8% |
| Participation rate | 72.7% | 82.0%-9.3pp | 78.8%-6.1pp | 80.0%-7.2pp |
| Annual return | 13.63% | 84.19%-70.6pp | 64.87%-51.2pp | 220.34%-206.7pp |
| Employer contribution / active EE | $5,576 | $4,972+12.2% | $4,294+29.9% | $4,156+34.2% |
| Participant deferral / active EE | $11,640 | $6,888+69.0% | $6,132+89.8% | $6,407+81.7% |
| Admin fee / account holder | $1,500 | $17,404-91.4% | $14,586-89.7% | $12,270-87.8% |