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 | $677,910 | $101,724+566.4% | $164,813+311.3% | $80,856+738.4% |
| Participation rate | 97.6% | 71.8%+25.7pp | 78.6%+19.0pp | 67.6%+29.9pp |
| Annual return | 14.78% | 16.72%-1.9pp | 69.93%-55.2pp | 35.59%-20.8pp |
| Employer contribution / active EE | $22,454 | $2,953+660.3% | $4,341+417.3% | $2,755+715.1% |
| Participant deferral / active EE | $7,505 | $4,477+67.6% | $6,031+24.4% | $4,296+74.7% |
| Admin fee / account holder | $94,919 | $8,227+1053.7% | $12,690+648.0% | $6,918+1272.1% |