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 | $442,106 | $78,672+462.0% | $109,143+305.1% | $85,850+415.0% |
| Participation rate | 97.7% | 68.3%+29.4pp | 75.9%+21.8pp | 69.3%+28.4pp |
| Annual return | 29.21% | 25.09%+4.1pp | 25.75%+3.5pp | 318.53%-289.3pp |
| Employer contribution / active EE | $9,821 | $2,735+259.1% | $3,722+163.9% | $2,565+282.9% |
| Participant deferral / active EE | $9,156 | $3,467+164.1% | $4,653+96.8% | $3,952+131.7% |
| Admin fee / account holder | $10,932 | $5,469+99.9% | $6,752+61.9% | $6,260+74.6% |