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 | $968,535 | $73,933+1210.0% | $96,683+901.8% | $75,163+1188.6% |
| Participation rate | 98.2% | 66.4%+31.8pp | 74.3%+23.8pp | 67.2%+31.0pp |
| Annual return | 14.90% | 26.70%-11.8pp | 35.69%-20.8pp | 160.62%-145.7pp |
| Employer contribution / active EE | $10,038 | $2,928+242.9% | $3,737+168.6% | $2,670+276.0% |
| Participant deferral / active EE | $0 | $3,659-100.0% | $4,878-100.0% | $4,125-100.0% |
| Admin fee / account holder | $7,769 | $5,216+48.9% | $6,730+15.4% | $5,651+37.5% |