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 | $470,396 | $74,888+528.1% | $71,209+560.6% | $142,382+230.4% |
| Participation rate | 71.4% | 76.2%-4.8pp | 73.8%-2.3pp | 80.1%-8.7pp |
| Annual return | 25.91% | 345.14%-319.2pp | 282.51%-256.6pp | 217.08%-191.2pp |
| Employer contribution / active EE | $8,050 | $2,854+182.0% | $2,721+195.9% | $4,299+87.3% |
| Participant deferral / active EE | $8,285 | $4,454+86.0% | $4,175+98.4% | $6,507+27.3% |
| Admin fee / account holder | $74,456 | $5,568+1237.1% | $5,349+1292.0% | $12,624+489.8% |