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 | $653,379 | $165,335+295.2% | $149,696+336.5% | $158,922+311.1% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 13.05% | 348.15%-335.1pp | 276.60%-263.6pp | 302.83%-289.8pp |
| Employer contribution / active EE | $12,269 | $5,103+140.4% | $4,644+164.2% | $4,761+157.7% |
| Participant deferral / active EE | $9,292 | $7,181+29.4% | $6,842+35.8% | $5,982+55.3% |
| Admin fee / account holder | $31,612 | $10,807+192.5% | $9,309+239.6% | $11,246+181.1% |