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 | $704,098 | $115,882+507.6% | $100,516+600.5% | $158,922+343.0% |
| Participation rate | 92.3% | 81.6%+10.7pp | 79.4%+12.9pp | 82.0%+10.3pp |
| Annual return | 22.89% | 34.79%-11.9pp | 30.89%-8.0pp | 302.83%-279.9pp |
| Employer contribution / active EE | $2,933 | $4,103-28.5% | $3,418-14.2% | $4,761-38.4% |
| Participant deferral / active EE | $8,259 | $6,674+23.7% | $6,270+31.7% | $5,982+38.1% |
| Admin fee / account holder | $439 | $10,995-96.0% | $8,081-94.6% | $11,246-96.1% |