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 | $357,995 | $78,672+355.0% | $109,143+228.0% | $85,850+317.0% |
| Participation rate | 96.7% | 68.3%+28.4pp | 75.9%+20.8pp | 69.3%+27.4pp |
| Annual return | 13.38% | 25.09%-11.7pp | 25.75%-12.4pp | 318.53%-305.2pp |
| Employer contribution / active EE | $5,206 | $2,735+90.4% | $3,722+39.9% | $2,565+102.9% |
| Participant deferral / active EE | $13,890 | $3,467+300.6% | $4,653+198.5% | $3,952+251.5% |
| Admin fee / account holder | $22,856 | $5,469+317.9% | $6,752+238.5% | $6,260+265.1% |