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 | $543,162 | $176,056+208.5% | $159,436+240.7% | $167,490+224.3% |
| Participation rate | 94.4% | 84.9%+9.5pp | 82.8%+11.6pp | 82.1%+12.3pp |
| Annual return | 18.65% | 331.75%-313.1pp | 263.57%-244.9pp | 478.56%-459.9pp |
| Employer contribution / active EE | $17,802 | $5,297+236.1% | $4,829+268.6% | $4,837+268.0% |
| Participant deferral / active EE | $17,128 | $7,750+121.0% | $7,352+133.0% | $6,341+170.1% |
| Admin fee / account holder | $10,397 | $12,554-17.2% | $10,799-3.7% | $12,309-15.5% |