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 | $824,485 | $138,347+496.0% | $184,203+347.6% | $80,856+919.7% |
| Participation rate | 80.4% | 83.9%-3.5pp | 86.8%-6.4pp | 67.6%+12.8pp |
| Annual return | 14.19% | 20.02%-5.8pp | 28.81%-14.6pp | 35.59%-21.4pp |
| Employer contribution / active EE | $34,067 | $4,850+602.3% | $6,427+430.1% | $2,755+1136.6% |
| Participant deferral / active EE | $6,198 | $7,071-12.3% | $9,131-32.1% | $4,296+44.3% |
| Admin fee / account holder | $30,697 | $10,483+192.8% | $13,901+120.8% | $6,918+343.7% |