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 | $742,549 | $148,534+399.9% | $135,903+446.4% | $139,434+432.5% |
| Participation rate | 78.9% | 83.9%-4.9pp | 81.9%-3.0pp | 80.3%-1.4pp |
| Annual return | 16.30% | 79.19%-62.9pp | 68.23%-51.9pp | 372.94%-356.6pp |
| Employer contribution / active EE | $6,836 | $5,243+30.4% | $4,856+40.8% | $4,751+43.9% |
| Participant deferral / active EE | $8,959 | $8,100+10.6% | $7,758+15.5% | $6,710+33.5% |
| Admin fee / account holder | $45,460 | $12,400+266.6% | $10,762+322.4% | $11,403+298.7% |