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 | $1,723,069 | $183,519+838.9% | $155,509+1008.0% | $145,922+1080.8% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 25.71% | 61.17%-35.5pp | 64.67%-39.0pp | 561.29%-535.6pp |
| Employer contribution / active EE | $37,945 | $5,313+614.2% | $4,672+712.1% | $4,660+714.3% |
| Participant deferral / active EE | $26,143 | $6,462+304.5% | $5,626+364.7% | $6,688+290.9% |
| Admin fee / account holder | $2,767 | $19,313-85.7% | $15,912-82.6% | $13,397-79.3% |