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 | $556,175 | $118,450+369.5% | $98,439+465.0% | $139,434+298.9% |
| Participation rate | 94.1% | 77.4%+16.7pp | 75.2%+19.0pp | 80.3%+13.8pp |
| Annual return | 11.15% | 18.94%-7.8pp | 21.16%-10.0pp | 372.94%-361.8pp |
| Employer contribution / active EE | $1,749 | $3,609-51.6% | $3,048-42.6% | $4,751-63.2% |
| Participant deferral / active EE | $3,151 | $5,392-41.6% | $4,738-33.5% | $6,710-53.0% |
| Admin fee / account holder | $15,863 | $14,026+13.1% | $8,948+77.3% | $11,403+39.1% |