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 | $499,294 | $209,832+137.9% | $189,513+163.5% | $167,490+198.1% |
| Participation rate | 81.8% | 88.7%-6.8pp | 87.8%-6.0pp | 82.1%-0.3pp |
| Annual return | 19.37% | 748.27%-728.9pp | 555.15%-535.8pp | 478.56%-459.2pp |
| Employer contribution / active EE | $2,801 | $6,914-59.5% | $6,162-54.5% | $4,837-42.1% |
| Participant deferral / active EE | $6,144 | $8,935-31.2% | $8,221-25.3% | $6,341-3.1% |
| Admin fee / account holder | $14,931 | $14,293+4.5% | $12,045+24.0% | $12,309+21.3% |