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 | $1,340,003 | $127,065+954.6% | $113,168+1084.1% | $142,382+841.1% |
| Participation rate | 83.3% | 79.2%+4.1pp | 76.6%+6.8pp | 80.1%+3.2pp |
| Annual return | 15.95% | 24.03%-8.1pp | 24.27%-8.3pp | 217.08%-201.1pp |
| Employer contribution / active EE | $3,123 | $3,442-9.3% | $2,975+5.0% | $4,299-27.4% |
| Participant deferral / active EE | $4,761 | $5,716-16.7% | $5,107-6.8% | $6,507-26.8% |
| Admin fee / account holder | $5,021 | $15,736-68.1% | $12,068-58.4% | $12,624-60.2% |