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 | $629,753 | $148,978+322.7% | $200,582+214.0% | $84,808+642.6% |
| Participation rate | 92.1% | 84.2%+7.9pp | 86.9%+5.2pp | 68.3%+23.8pp |
| Annual return | 15.94% | 28.16%-12.2pp | 42.33%-26.4pp | 40.90%-25.0pp |
| Employer contribution / active EE | $22,622 | $4,815+369.8% | $6,419+252.4% | $2,631+759.8% |
| Participant deferral / active EE | $16,931 | $7,142+137.1% | $9,331+81.4% | $4,212+302.0% |
| Admin fee / account holder | $11,379 | $13,977-18.6% | $16,305-30.2% | $7,344+54.9% |