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 | $506,063 | $72,277+600.2% | $101,248+399.8% | $79,858+533.7% |
| Participation rate | 93.8% | 68.5%+25.3pp | 75.8%+17.9pp | 69.6%+24.1pp |
| Annual return | 16.90% | 22.30%-5.4pp | 46.47%-29.6pp | 31.71%-14.8pp |
| Employer contribution / active EE | $23,982 | $2,692+791.0% | $3,660+555.3% | $2,471+870.6% |
| Participant deferral / active EE | $8,418 | $3,282+156.5% | $4,370+92.6% | $3,740+125.1% |
| Admin fee / account holder | $1,818 | $4,400-58.7% | $5,945-69.4% | $5,306-65.7% |