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 | $569,375 | $123,793+359.9% | $177,821+220.2% | $79,858+613.0% |
| Participation rate | 96.7% | 84.7%+12.0pp | 87.7%+8.9pp | 69.6%+27.0pp |
| Annual return | 14.16% | 22.82%-8.7pp | 48.32%-34.2pp | 31.71%-17.6pp |
| Employer contribution / active EE | $29,449 | $4,095+619.1% | $5,918+397.6% | $2,471+1091.9% |
| Participant deferral / active EE | $9,344 | $5,956+56.9% | $7,714+21.1% | $3,740+149.8% |
| Admin fee / account holder | $21,518 | $7,243+197.1% | $12,427+73.1% | $5,306+305.5% |