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 | $780,098 | $109,413+613.0% | $156,263+399.2% | $84,808+819.8% |
| Participation rate | 91.7% | 72.7%+19.0pp | 78.9%+12.8pp | 68.3%+23.4pp |
| Annual return | 14.19% | 20.18%-6.0pp | 59.47%-45.3pp | 40.90%-26.7pp |
| Employer contribution / active EE | $22,773 | $2,907+683.4% | $4,333+425.6% | $2,631+765.6% |
| Participant deferral / active EE | $14,600 | $4,590+218.1% | $6,158+137.1% | $4,212+246.7% |
| Admin fee / account holder | $6,882 | $9,357-26.5% | $14,255-51.7% | $7,344-6.3% |