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 | $453,797 | $210,648+115.4% | $177,989+155.0% | $145,922+211.0% |
| Participation rate | 71.4% | 80.8%-9.3pp | 77.1%-5.7pp | 80.3%-8.8pp |
| Annual return | 13.36% | 385.86%-372.5pp | 294.48%-281.1pp | 561.29%-547.9pp |
| Employer contribution / active EE | $7,647 | $4,565+67.5% | $3,949+93.7% | $4,660+64.1% |
| Participant deferral / active EE | $13,610 | $6,958+95.6% | $6,276+116.9% | $6,688+103.5% |
| Admin fee / account holder | $6,320 | $12,013-47.4% | $10,363-39.0% | $13,397-52.8% |