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 | $554,148 | $148,978+272.0% | $200,582+176.3% | $84,808+553.4% |
| Participation rate | 96.6% | 84.2%+12.3pp | 86.9%+9.7pp | 68.3%+28.2pp |
| Annual return | 17.06% | 28.16%-11.1pp | 42.33%-25.3pp | 40.90%-23.8pp |
| Employer contribution / active EE | $14,660 | $4,815+204.5% | $6,419+128.4% | $2,631+457.2% |
| Participant deferral / active EE | $18,906 | $7,142+164.7% | $9,331+102.6% | $4,212+348.9% |
| Admin fee / account holder | $37,357 | $13,977+167.3% | $16,305+129.1% | $7,344+408.7% |