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 | $426,587 | $217,402+96.2% | $185,823+129.6% | $167,490+154.7% |
| Participation rate | 77.3% | 86.0%-8.8pp | 81.7%-4.4pp | 82.1%-4.8pp |
| Annual return | 16.99% | 148.36%-131.4pp | 122.05%-105.1pp | 478.56%-461.6pp |
| Employer contribution / active EE | $9,898 | $5,873+68.5% | $5,167+91.6% | $4,837+104.6% |
| Participant deferral / active EE | $12,380 | $6,356+94.8% | $5,568+122.3% | $6,341+95.2% |
| Admin fee / account holder | $8,360 | $19,811-57.8% | $16,237-48.5% | $12,309-32.1% |