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 | $673,057 | $72,277+831.2% | $101,248+564.8% | $79,858+742.8% |
| Participation rate | 96.2% | 68.5%+27.7pp | 75.8%+20.3pp | 69.6%+26.5pp |
| Annual return | 20.77% | 22.30%-1.5pp | 46.47%-25.7pp | 31.71%-10.9pp |
| Employer contribution / active EE | $6,004 | $2,692+123.1% | $3,660+64.1% | $2,471+143.0% |
| Participant deferral / active EE | $10,856 | $3,282+230.8% | $4,370+148.4% | $3,740+190.3% |
| Admin fee / account holder | $75,016 | $4,400+1604.8% | $5,945+1161.7% | $5,306+1313.7% |