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 | $518,053 | $176,056+194.3% | $159,436+224.9% | $167,490+209.3% |
| Participation rate | 95.8% | 84.9%+10.9pp | 82.8%+13.0pp | 82.1%+13.7pp |
| Annual return | 14.82% | 331.75%-316.9pp | 263.57%-248.7pp | 478.56%-463.7pp |
| Employer contribution / active EE | $4,989 | $5,297-5.8% | $4,829+3.3% | $4,837+3.1% |
| Participant deferral / active EE | $11,307 | $7,750+45.9% | $7,352+53.8% | $6,341+78.3% |
| Admin fee / account holder | $3,721 | $12,554-70.4% | $10,799-65.5% | $12,309-69.8% |