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 | $717,310 | $140,588+410.2% | $123,104+482.7% | $125,391+472.1% |
| Participation rate | 93.3% | 88.2%+5.1pp | 86.8%+6.6pp | 83.2%+10.1pp |
| Annual return | 10.02% | 16.80%-6.8pp | 13.22%-3.2pp | 282.22%-272.2pp |
| Employer contribution / active EE | $22,362 | $6,041+270.1% | $5,151+334.1% | $4,866+359.6% |
| Participant deferral / active EE | $0 | $6,980-100.0% | $6,230-100.0% | $5,352-100.0% |
| Admin fee / account holder | $38,144 | $11,198+240.6% | $9,015+323.1% | $9,540+299.8% |