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 | $719,386 | $238,490+201.6% | $180,183+299.3% | $142,382+405.2% |
| Participation rate | 94.7% | 82.3%+12.5pp | 77.4%+17.3pp | 80.1%+14.6pp |
| Annual return | 18.84% | 33.56%-14.7pp | 27.86%-9.0pp | 217.08%-198.2pp |
| Employer contribution / active EE | $4,194 | $6,143-31.7% | $5,039-16.8% | $4,299-2.4% |
| Participant deferral / active EE | $14,116 | $7,996+76.5% | $6,822+106.9% | $6,507+116.9% |
| Admin fee / account holder | $8,195 | $28,866-71.6% | $19,975-59.0% | $12,624-35.1% |