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 | $1,043,602 | $670,669+55.6% | $646,305+61.5% | $532,464+96.0% |
| Participation rate | 100.0% | 94.1%+5.9pp | 91.9%+8.1pp | 89.6%+10.4pp |
| Annual return | 22.48% | 8.89%+13.6pp | 8.68%+13.8pp | 10.38%+12.1pp |
| Employer contribution / active EE | $3,957 | $23,417-83.1% | $22,738-82.6% | $19,351-79.5% |
| Participant deferral / active EE | $0 | $6,069-100.0% | $5,920-100.0% | $11,136-100.0% |
| Admin fee / account holder | $15,469 | $18,821-17.8% | $18,028-14.2% | $14,894+3.9% |