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 | $990,492 | $109,881+801.4% | $150,045+560.1% | $84,808+1067.9% |
| Participation rate | 80.8% | 76.1%+4.7pp | 82.3%-1.6pp | 68.3%+12.5pp |
| Annual return | 17.81% | 28.25%-10.4pp | 62.55%-44.7pp | 40.90%-23.1pp |
| Employer contribution / active EE | $16,141 | $3,561+353.3% | $4,693+243.9% | $2,631+513.5% |
| Participant deferral / active EE | $11,597 | $6,636+74.8% | $7,997+45.0% | $4,212+175.4% |
| Admin fee / account holder | $58,240 | $8,568+579.7% | $13,435+333.5% | $7,344+693.1% |