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 | $968,646 | $123,793+682.5% | $177,821+444.7% | $79,858+1113.0% |
| Participation rate | 91.5% | 84.7%+6.9pp | 87.7%+3.8pp | 69.6%+21.9pp |
| Annual return | 20.01% | 22.82%-2.8pp | 48.32%-28.3pp | 31.71%-11.7pp |
| Employer contribution / active EE | $19,174 | $4,095+368.2% | $5,918+224.0% | $2,471+676.0% |
| Participant deferral / active EE | $22,843 | $5,956+283.5% | $7,714+196.1% | $3,740+510.8% |
| Admin fee / account holder | $14,814 | $7,243+104.5% | $12,427+19.2% | $5,306+179.2% |