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 | $706,509 | $138,347+410.7% | $184,203+283.5% | $80,856+773.8% |
| Participation rate | 96.9% | 83.9%+13.0pp | 86.8%+10.1pp | 67.6%+29.2pp |
| Annual return | 16.49% | 20.02%-3.5pp | 28.81%-12.3pp | 35.59%-19.1pp |
| Employer contribution / active EE | $36,989 | $4,850+662.6% | $6,427+475.5% | $2,755+1242.7% |
| Participant deferral / active EE | $21,453 | $7,071+203.4% | $9,131+134.9% | $4,296+399.4% |
| Admin fee / account holder | $3,911 | $10,483-62.7% | $13,901-71.9% | $6,918-43.5% |