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 | $742,857 | $60,349+1130.9% | $74,183+901.4% | $62,891+1081.2% |
| Participation rate | 97.1% | 72.7%+24.3pp | 76.6%+20.4pp | 69.3%+27.8pp |
| Annual return | 32.23% | 21.37%+10.9pp | 17.74%+14.5pp | 20.14%+12.1pp |
| Employer contribution / active EE | $7,416 | $1,680+341.4% | $2,370+212.9% | $2,281+225.2% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $16,539 | $4,261+288.1% | $5,586+196.1% | $4,296+285.0% |