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 | $622,645 | $154,228+303.7% | $145,433+328.1% | $137,256+353.6% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.1%+7.9pp | 80.0%+10.0pp |
| Annual return | 16.74% | 74.59%-57.9pp | 66.58%-49.8pp | 220.34%-203.6pp |
| Employer contribution / active EE | $18,722 | $4,804+289.7% | $4,554+311.1% | $4,156+350.5% |
| Participant deferral / active EE | $10,369 | $8,216+26.2% | $7,897+31.3% | $6,407+61.8% |
| Admin fee / account holder | $658 | $14,344-95.4% | $13,129-95.0% | $12,270-94.6% |