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 | $631,942 | $176,056+258.9% | $159,436+296.4% | $167,490+277.3% |
| Participation rate | 93.8% | 84.9%+8.8pp | 82.8%+10.9pp | 82.1%+11.6pp |
| Annual return | 17.05% | 331.75%-314.7pp | 263.57%-246.5pp | 478.56%-461.5pp |
| Employer contribution / active EE | $4,115 | $5,297-22.3% | $4,829-14.8% | $4,837-14.9% |
| Participant deferral / active EE | $5,928 | $7,750-23.5% | $7,352-19.4% | $6,341-6.5% |
| Admin fee / account holder | $25,834 | $12,554+105.8% | $10,799+139.2% | $12,309+109.9% |