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 | $265,400 | $103,966+155.3% | $112,887+135.1% | $75,163+253.1% |
| Participation rate | 98.7% | 75.7%+23.0pp | 80.5%+18.2pp | 67.2%+31.5pp |
| Annual return | 15.94% | 24.54%-8.6pp | 34.10%-18.2pp | 160.62%-144.7pp |
| Employer contribution / active EE | $29,556 | $3,870+663.7% | $4,563+547.7% | $2,670+1007.0% |
| Participant deferral / active EE | $14,432 | $5,456+164.5% | $6,513+121.6% | $4,125+249.8% |
| Admin fee / account holder | $36,203 | $7,663+372.4% | $7,047+413.7% | $5,651+540.7% |