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 | $629,695 | $176,056+257.7% | $159,436+295.0% | $167,490+276.0% |
| Participation rate | 80.0% | 84.9%-4.9pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 16.01% | 331.75%-315.7pp | 263.57%-247.6pp | 478.56%-462.5pp |
| Employer contribution / active EE | $5,947 | $5,297+12.3% | $4,829+23.2% | $4,837+22.9% |
| Participant deferral / active EE | $10,207 | $7,750+31.7% | $7,352+38.8% | $6,341+61.0% |
| Admin fee / account holder | $61,578 | $12,554+390.5% | $10,799+470.2% | $12,309+400.3% |