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 | $455,867 | $159,934+185.0% | $147,005+210.1% | $145,959+212.3% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 13.25% | 98.24%-85.0pp | 418.76%-405.5pp | 561.95%-548.7pp |
| Employer contribution / active EE | $16,880 | $5,287+219.3% | $4,934+242.1% | $4,661+262.2% |
| Participant deferral / active EE | $14,413 | $8,427+71.0% | $8,070+78.6% | $6,689+115.5% |
| Admin fee / account holder | $4,931 | $15,053-67.2% | $13,006-62.1% | $13,398-63.2% |