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 | $554,311 | $111,754+396.0% | $103,333+436.4% | $145,922+279.9% |
| Participation rate | 94.7% | 77.9%+16.8pp | 74.5%+20.2pp | 80.3%+14.5pp |
| Annual return | 13.90% | 24.77%-10.9pp | 24.88%-11.0pp | 561.29%-547.4pp |
| Employer contribution / active EE | $16,775 | $4,212+298.2% | $3,868+333.7% | $4,660+260.0% |
| Participant deferral / active EE | $8,163 | $5,619+45.3% | $5,057+61.4% | $6,688+22.1% |
| Admin fee / account holder | $4,183 | $9,750-57.1% | $8,355-49.9% | $13,397-68.8% |