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 | $378,436 | $202,432+86.9% | $169,368+123.4% | $139,434+171.4% |
| Participation rate | 71.4% | 81.1%-9.6pp | 77.1%-5.7pp | 80.3%-8.9pp |
| Annual return | 15.19% | 531.74%-516.5pp | 405.60%-390.4pp | 372.94%-357.7pp |
| Employer contribution / active EE | $7,399 | $4,692+57.7% | $4,013+84.4% | $4,751+55.7% |
| Participant deferral / active EE | $11,882 | $6,938+71.3% | $6,221+91.0% | $6,710+77.1% |
| Admin fee / account holder | $6,006 | $10,708-43.9% | $9,003-33.3% | $11,403-47.3% |