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 | $918,148 | $214,378+328.3% | $200,582+357.7% | $142,382+544.8% |
| Participation rate | 94.1% | 87.4%+6.7pp | 86.9%+7.2pp | 80.1%+14.0pp |
| Annual return | 22.11% | 46.41%-24.3pp | 42.33%-20.2pp | 217.08%-195.0pp |
| Employer contribution / active EE | $5,348 | $6,841-21.8% | $6,419-16.7% | $4,299+24.4% |
| Participant deferral / active EE | $7,740 | $9,865-21.5% | $9,331-17.1% | $6,507+18.9% |
| Admin fee / account holder | $27,701 | $17,692+56.6% | $16,305+69.9% | $12,624+119.4% |