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 | $515,766 | $148,978+246.2% | $200,582+157.1% | $84,808+508.2% |
| Participation rate | 97.3% | 84.2%+13.1pp | 86.9%+10.4pp | 68.3%+29.0pp |
| Annual return | 16.96% | 28.16%-11.2pp | 42.33%-25.4pp | 40.90%-23.9pp |
| Employer contribution / active EE | $12,215 | $4,815+153.7% | $6,419+90.3% | $2,631+364.3% |
| Participant deferral / active EE | $14,524 | $7,142+103.4% | $9,331+55.7% | $4,212+244.9% |
| Admin fee / account holder | $20,014 | $13,977+43.2% | $16,305+22.8% | $7,344+172.5% |