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 | $1,034,367 | $111,754+825.6% | $103,333+901.0% | $145,922+608.9% |
| Participation rate | 81.0% | 77.9%+3.0pp | 74.5%+6.4pp | 80.3%+0.7pp |
| Annual return | 21.40% | 24.77%-3.4pp | 24.88%-3.5pp | 561.29%-539.9pp |
| Employer contribution / active EE | $5,565 | $4,212+32.1% | $3,868+43.9% | $4,660+19.4% |
| Participant deferral / active EE | $18,787 | $5,619+234.4% | $5,057+271.5% | $6,688+180.9% |
| Admin fee / account holder | $4,677 | $9,750-52.0% | $8,355-44.0% | $13,397-65.1% |