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 | $486,605 | $239,571+103.1% | $183,328+165.4% | $137,256+254.5% |
| Participation rate | 86.4% | 82.4%+4.0pp | 77.3%+9.0pp | 80.0%+6.4pp |
| Annual return | 13.52% | 35.69%-22.2pp | 29.67%-16.1pp | 220.34%-206.8pp |
| Employer contribution / active EE | $11,912 | $6,148+93.8% | $5,055+135.6% | $4,156+186.6% |
| Participant deferral / active EE | $21,400 | $7,995+167.7% | $6,795+214.9% | $6,407+234.0% |
| Admin fee / account holder | $121,268 | $30,059+303.4% | $21,427+466.0% | $12,270+888.3% |