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 | $615,097 | $176,056+249.4% | $159,436+285.8% | $167,490+267.2% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 19.90% | 331.75%-311.9pp | 263.57%-243.7pp | 478.56%-458.7pp |
| Employer contribution / active EE | $3,894 | $5,297-26.5% | $4,829-19.4% | $4,837-19.5% |
| Participant deferral / active EE | $5,938 | $7,750-23.4% | $7,352-19.2% | $6,341-6.4% |
| Admin fee / account holder | $1,591 | $12,554-87.3% | $10,799-85.3% | $12,309-87.1% |