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 | $403,460 | $198,466+103.3% | $170,442+136.7% | $147,584+173.4% |
| Participation rate | 90.0% | 88.0%+2.0pp | 83.6%+6.4pp | 82.8%+7.2pp |
| Annual return | 15.18% | 257.29%-242.1pp | 205.93%-190.8pp | 578.55%-563.4pp |
| Employer contribution / active EE | $13,298 | $6,184+115.1% | $5,433+144.8% | $4,876+172.7% |
| Participant deferral / active EE | $4,755 | $5,629-15.5% | $4,939-3.7% | $5,439-12.6% |
| Admin fee / account holder | $46,964 | $16,852+178.7% | $13,880+238.3% | $10,885+331.4% |