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 | $736,265 | $159,934+360.4% | $147,005+400.8% | $145,959+404.4% |
| Participation rate | 78.3% | 84.0%-5.7pp | 82.2%-3.9pp | 80.3%-2.0pp |
| Annual return | 16.52% | 98.24%-81.7pp | 418.76%-402.2pp | 561.95%-545.4pp |
| Employer contribution / active EE | $2,174 | $5,287-58.9% | $4,934-55.9% | $4,661-53.4% |
| Participant deferral / active EE | $6,166 | $8,427-26.8% | $8,070-23.6% | $6,689-7.8% |
| Admin fee / account holder | $62,184 | $15,053+313.1% | $13,006+378.1% | $13,398+364.1% |