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 | $829,688 | $167,484+395.4% | $151,611+447.2% | $134,475+517.0% |
| Participation rate | 90.9% | 88.4%+2.5pp | 87.5%+3.4pp | 81.2%+9.7pp |
| Annual return | -1.27% | 7.80%-9.1pp | 3.33%-4.6pp | 417.96%-419.2pp |
| Employer contribution / active EE | $1,933 | $6,829-71.7% | $6,166-68.6% | $4,740-59.2% |
| Participant deferral / active EE | $10,609 | $8,986+18.1% | $8,363+26.9% | $6,400+65.8% |
| Admin fee / account holder | $41,822 | $13,783+203.4% | $11,616+260.0% | $11,426+266.0% |