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 | $779,426 | $209,411+272.2% | $178,490+336.7% | $158,922+390.4% |
| Participation rate | 80.0% | 86.3%-6.3pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 21.28% | 188.75%-167.5pp | 151.07%-129.8pp | 302.83%-281.5pp |
| Employer contribution / active EE | $9,482 | $5,706+66.2% | $5,011+89.2% | $4,761+99.2% |
| Participant deferral / active EE | $5,836 | $5,954-2.0% | $5,202+12.2% | $5,982-2.4% |
| Admin fee / account holder | $15,209 | $17,074-10.9% | $13,984+8.8% | $11,246+35.2% |