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 | $400,607 | $165,335+142.3% | $149,696+167.6% | $158,922+152.1% |
| Participation rate | 88.9% | 84.6%+4.3pp | 82.5%+6.4pp | 82.0%+6.9pp |
| Annual return | 22.42% | 348.15%-325.7pp | 276.60%-254.2pp | 302.83%-280.4pp |
| Employer contribution / active EE | $4,517 | $5,103-11.5% | $4,644-2.7% | $4,761-5.1% |
| Participant deferral / active EE | $7,321 | $7,181+1.9% | $6,842+7.0% | $5,982+22.4% |
| Admin fee / account holder | $23,637 | $10,807+118.7% | $9,309+153.9% | $11,246+110.2% |