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 | $703,040 | $159,901+339.7% | $146,958+378.4% | $145,922+381.8% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 17.06% | 98.13%-81.1pp | 418.34%-401.3pp | 561.29%-544.2pp |
| Employer contribution / active EE | $4,885 | $5,286-7.6% | $4,933-1.0% | $4,660+4.8% |
| Participant deferral / active EE | $6,480 | $8,428-23.1% | $8,070-19.7% | $6,688-3.1% |
| Admin fee / account holder | $12,572 | $15,044-16.4% | $12,998-3.3% | $13,397-6.2% |