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 | $517,665 | $238,490+117.1% | $180,183+187.3% | $142,382+263.6% |
| Participation rate | 70.0% | 82.3%-12.3pp | 77.4%-7.4pp | 80.1%-10.1pp |
| Annual return | 13.45% | 33.56%-20.1pp | 27.86%-14.4pp | 217.08%-203.6pp |
| Employer contribution / active EE | $7,861 | $6,143+28.0% | $5,039+56.0% | $4,299+82.8% |
| Participant deferral / active EE | $17,364 | $7,996+117.2% | $6,822+154.5% | $6,507+166.8% |
| Admin fee / account holder | $118,214 | $28,866+309.5% | $19,975+491.8% | $12,624+836.4% |