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 | $771,710 | $177,572+334.6% | $154,803+398.5% | $142,382+442.0% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 12.16% | 65.07%-52.9pp | 58.88%-46.7pp | 217.08%-204.9pp |
| Employer contribution / active EE | $16,921 | $4,810+251.7% | $4,305+293.0% | $4,299+293.6% |
| Participant deferral / active EE | $12,926 | $6,272+106.1% | $5,540+133.3% | $6,507+98.6% |
| Admin fee / account holder | $10,833 | $16,786-35.5% | $14,329-24.4% | $12,624-14.2% |