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 | $554,125 | $175,202+216.3% | $149,673+270.2% | $139,434+297.4% |
| Participation rate | 73.9% | 83.4%-9.5pp | 78.8%-4.9pp | 80.3%-6.4pp |
| Annual return | 19.06% | 166.71%-147.7pp | 134.42%-115.4pp | 372.94%-353.9pp |
| Employer contribution / active EE | $25,290 | $5,474+362.0% | $4,818+424.9% | $4,751+432.3% |
| Participant deferral / active EE | $14,842 | $6,519+127.7% | $5,680+161.3% | $6,710+121.2% |
| Admin fee / account holder | $86,838 | $16,150+437.7% | $13,210+557.4% | $11,403+661.6% |