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 | $747,975 | $106,749+600.7% | $145,433+414.3% | $82,448+807.2% |
| Participation rate | 71.4% | 75.6%-4.2pp | 82.1%-10.7pp | 68.1%+3.4pp |
| Annual return | 14.67% | 27.59%-12.9pp | 66.58%-51.9pp | 41.64%-27.0pp |
| Employer contribution / active EE | $13,068 | $3,444+279.4% | $4,554+186.9% | $2,551+412.3% |
| Participant deferral / active EE | $15,726 | $6,519+141.3% | $7,897+99.1% | $4,139+279.9% |
| Admin fee / account holder | $19,500 | $8,390+132.4% | $13,129+48.5% | $7,234+169.6% |