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 | $622,967 | $198,466+213.9% | $170,442+265.5% | $147,584+322.1% |
| Participation rate | 76.5% | 88.0%-11.5pp | 83.6%-7.1pp | 82.8%-6.4pp |
| Annual return | 15.11% | 257.29%-242.2pp | 205.93%-190.8pp | 578.55%-563.4pp |
| Employer contribution / active EE | $8,753 | $6,184+41.5% | $5,433+61.1% | $4,876+79.5% |
| Participant deferral / active EE | $12,238 | $5,629+117.4% | $4,939+147.8% | $5,439+125.0% |
| Admin fee / account holder | $13,868 | $16,852-17.7% | $13,880-0.1% | $10,885+27.4% |