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 | $531,825 | $157,256+238.2% | $141,162+276.7% | $152,861+247.9% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | 23.47% | 64.32%-40.9pp | 71.39%-47.9pp | 345.32%-321.8pp |
| Employer contribution / active EE | $11,242 | $5,261+113.7% | $4,735+137.4% | $4,762+136.1% |
| Participant deferral / active EE | $13,417 | $7,109+88.7% | $6,709+100.0% | $5,850+129.3% |
| Admin fee / account holder | $3,884 | $12,120-68.0% | $10,261-62.1% | $11,596-66.5% |