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 | $420,117 | $137,414+205.7% | $189,513+121.7% | $85,850+389.4% |
| Participation rate | 97.1% | 84.6%+12.4pp | 87.8%+9.3pp | 69.3%+27.7pp |
| Annual return | 13.95% | 38.14%-24.2pp | 555.15%-541.2pp | 318.53%-304.6pp |
| Employer contribution / active EE | $6,521 | $4,344+50.1% | $6,162+5.8% | $2,565+154.2% |
| Participant deferral / active EE | $17,277 | $6,260+176.0% | $8,221+110.2% | $3,952+337.2% |
| Admin fee / account holder | $8,449 | $8,630-2.1% | $12,045-29.9% | $6,260+35.0% |