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 | $744,768 | $159,602+366.6% | $150,045+396.4% | $142,382+423.1% |
| Participation rate | 71.4% | 84.0%-12.5pp | 82.3%-10.9pp | 80.1%-8.7pp |
| Annual return | 13.52% | 70.24%-56.7pp | 62.55%-49.0pp | 217.08%-203.6pp |
| Employer contribution / active EE | $4,231 | $4,961-14.7% | $4,693-9.8% | $4,299-1.6% |
| Participant deferral / active EE | $10,462 | $8,310+25.9% | $7,997+30.8% | $6,507+60.8% |
| Admin fee / account holder | $189,665 | $14,846+1177.5% | $13,435+1311.8% | $12,624+1402.5% |