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 | $770,773 | $111,754+589.7% | $103,333+645.9% | $145,922+428.2% |
| Participation rate | 71.4% | 77.9%-6.5pp | 74.5%-3.1pp | 80.3%-8.8pp |
| Annual return | 13.33% | 24.77%-11.4pp | 24.88%-11.5pp | 561.29%-548.0pp |
| Employer contribution / active EE | $5,443 | $4,212+29.2% | $3,868+40.7% | $4,660+16.8% |
| Participant deferral / active EE | $8,576 | $5,619+52.6% | $5,057+69.6% | $6,688+28.2% |
| Admin fee / account holder | $39,470 | $9,750+304.8% | $8,355+372.4% | $13,397+194.6% |