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 | $513,493 | $209,411+145.2% | $178,490+187.7% | $158,922+223.1% |
| Participation rate | 72.7% | 86.3%-13.6pp | 81.9%-9.2pp | 82.0%-9.2pp |
| Annual return | 10.25% | 188.75%-178.5pp | 151.07%-140.8pp | 302.83%-292.6pp |
| Employer contribution / active EE | $2,630 | $5,706-53.9% | $5,011-47.5% | $4,761-44.8% |
| Participant deferral / active EE | $4,685 | $5,954-21.3% | $5,202-9.9% | $5,982-21.7% |
| Admin fee / account holder | $18,466 | $17,074+8.1% | $13,984+32.1% | $11,246+64.2% |