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 | $516,742 | $159,901+223.2% | $146,958+251.6% | $145,922+254.1% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 14.78% | 98.13%-83.4pp | 418.34%-403.6pp | 561.29%-546.5pp |
| Employer contribution / active EE | $4,715 | $5,286-10.8% | $4,933-4.4% | $4,660+1.2% |
| Participant deferral / active EE | $11,047 | $8,428+31.1% | $8,070+36.9% | $6,688+65.2% |
| Admin fee / account holder | $3,335 | $15,044-77.8% | $12,998-74.3% | $13,397-75.1% |