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 | $718,213 | $114,381+527.9% | $107,525+568.0% | $142,382+404.4% |
| Participation rate | 90.5% | 78.1%+12.3pp | 75.1%+15.4pp | 80.1%+10.4pp |
| Annual return | 13.36% | 242.71%-229.3pp | 181.32%-168.0pp | 217.08%-203.7pp |
| Employer contribution / active EE | $14,834 | $4,015+269.5% | $3,754+295.2% | $4,299+245.1% |
| Participant deferral / active EE | $6,641 | $5,564+19.3% | $5,116+29.8% | $6,507+2.1% |
| Admin fee / account holder | $22,735 | $9,860+130.6% | $8,919+154.9% | $12,624+80.1% |