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 | $979,267 | $138,347+607.8% | $184,203+431.6% | $80,856+1111.1% |
| Participation rate | 97.2% | 83.9%+13.4pp | 86.8%+10.4pp | 67.6%+29.6pp |
| Annual return | 11.86% | 20.02%-8.2pp | 28.81%-17.0pp | 35.59%-23.7pp |
| Employer contribution / active EE | $27,545 | $4,850+467.9% | $6,427+328.6% | $2,755+899.9% |
| Participant deferral / active EE | $12,896 | $7,071+82.4% | $9,131+41.2% | $4,296+200.2% |
| Admin fee / account holder | $9,122 | $10,483-13.0% | $13,901-34.4% | $6,918+31.9% |