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 | $635,891 | $124,425+411.1% | $112,040+467.6% | $137,256+363.3% |
| Participation rate | 90.9% | 79.3%+11.6pp | 76.5%+14.4pp | 80.0%+10.9pp |
| Annual return | 13.15% | 24.72%-11.6pp | 24.52%-11.4pp | 220.34%-207.2pp |
| Employer contribution / active EE | $3,271 | $3,411-4.1% | $2,954+10.7% | $4,156-21.3% |
| Participant deferral / active EE | $10,477 | $5,718+83.2% | $5,098+105.5% | $6,407+63.5% |
| Admin fee / account holder | $14,945 | $15,207-1.7% | $12,098+23.5% | $12,270+21.8% |