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 | $491,546 | $175,202+180.6% | $149,673+228.4% | $139,434+252.5% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 14.89% | 166.71%-151.8pp | 134.42%-119.5pp | 372.94%-358.1pp |
| Employer contribution / active EE | $8,388 | $5,474+53.2% | $4,818+74.1% | $4,751+76.6% |
| Participant deferral / active EE | $7,500 | $6,519+15.1% | $5,680+32.0% | $6,710+11.8% |
| Admin fee / account holder | $8,308 | $16,150-48.6% | $13,210-37.1% | $11,403-27.1% |