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 | $542,648 | $98,750+449.5% | $149,696+262.5% | $79,858+579.5% |
| Participation rate | 97.8% | 75.8%+22.1pp | 82.5%+15.4pp | 69.6%+28.2pp |
| Annual return | 23.53% | 27.43%-3.9pp | 276.60%-253.1pp | 31.71%-8.2pp |
| Employer contribution / active EE | $5,539 | $3,216+72.2% | $4,644+19.3% | $2,471+124.2% |
| Participant deferral / active EE | $9,797 | $5,680+72.5% | $6,842+43.2% | $3,740+161.9% |
| Admin fee / account holder | $4,270 | $6,053-29.4% | $9,309-54.1% | $5,306-19.5% |