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 | $1,308,402 | $138,347+845.7% | $184,203+610.3% | $80,856+1518.2% |
| Participation rate | 98.3% | 83.9%+14.4pp | 86.8%+11.5pp | 67.6%+30.6pp |
| Annual return | 18.19% | 20.02%-1.8pp | 28.81%-10.6pp | 35.59%-17.4pp |
| Employer contribution / active EE | $21,792 | $4,850+349.3% | $6,427+239.1% | $2,755+691.0% |
| Participant deferral / active EE | $33,719 | $7,071+376.9% | $9,131+269.3% | $4,296+684.9% |
| Admin fee / account holder | $131,541 | $10,483+1154.7% | $13,901+846.3% | $6,918+1801.4% |