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 | $686,574 | $183,519+274.1% | $155,509+341.5% | $145,922+370.5% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 10.22% | 61.17%-50.9pp | 64.67%-54.4pp | 561.29%-551.1pp |
| Employer contribution / active EE | $5,997 | $5,313+12.9% | $4,672+28.3% | $4,660+28.7% |
| Participant deferral / active EE | $8,300 | $6,462+28.4% | $5,626+47.5% | $6,688+24.1% |
| Admin fee / account holder | $5,046 | $19,313-73.9% | $15,912-68.3% | $13,397-62.3% |