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 | $531,941 | $98,750+438.7% | $149,696+255.3% | $79,858+566.1% |
| Participation rate | 97.8% | 75.8%+22.1pp | 82.5%+15.4pp | 69.6%+28.2pp |
| Annual return | 13.84% | 27.43%-13.6pp | 276.60%-262.8pp | 31.71%-17.9pp |
| Employer contribution / active EE | $8,777 | $3,216+172.9% | $4,644+89.0% | $2,471+255.2% |
| Participant deferral / active EE | $9,803 | $5,680+72.6% | $6,842+43.3% | $3,740+162.1% |
| Admin fee / account holder | $6,154 | $6,053+1.7% | $9,309-33.9% | $5,306+16.0% |