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 | $805,533 | $138,347+482.3% | $184,203+337.3% | $80,856+896.3% |
| Participation rate | 95.5% | 83.9%+11.6pp | 86.8%+8.6pp | 67.6%+27.8pp |
| Annual return | 18.11% | 20.02%-1.9pp | 28.81%-10.7pp | 35.59%-17.5pp |
| Employer contribution / active EE | $15,550 | $4,850+220.6% | $6,427+141.9% | $2,755+464.5% |
| Participant deferral / active EE | $21,938 | $7,071+210.3% | $9,131+140.3% | $4,296+410.7% |
| Admin fee / account holder | $1,063 | $10,483-89.9% | $13,901-92.4% | $6,918-84.6% |