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 | $898,733 | $84,233+967.0% | $170,442+427.3% | $70,131+1181.5% |
| Participation rate | 97.7% | 70.8%+26.9pp | 83.6%+14.1pp | 69.5%+28.2pp |
| Annual return | 13.55% | 23.06%-9.5pp | 205.93%-192.4pp | 73.14%-59.6pp |
| Employer contribution / active EE | $31,727 | $3,387+836.7% | $5,433+484.0% | $2,342+1254.4% |
| Participant deferral / active EE | $17,851 | $3,086+478.5% | $4,939+261.4% | $3,332+435.8% |
| Admin fee / account holder | $27,813 | $5,698+388.1% | $13,880+100.4% | $4,645+498.7% |