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 | $613,117 | $163,101+275.9% | $136,749+348.4% | $142,382+330.6% |
| Participation rate | 73.9% | 78.2%-4.3pp | 72.1%+1.8pp | 80.1%-6.2pp |
| Annual return | 20.14% | 27.54%-7.4pp | 24.33%-4.2pp | 217.08%-196.9pp |
| Employer contribution / active EE | $18,464 | $4,117+348.5% | $3,400+443.1% | $4,299+329.5% |
| Participant deferral / active EE | $11,282 | $5,585+102.0% | $4,692+140.4% | $6,507+73.4% |
| Admin fee / account holder | $22,416 | $14,318+56.6% | $11,386+96.9% | $12,624+77.6% |