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 | $636,711 | $55,706+1043.0% | $75,886+739.0% | $72,985+772.4% |
| Participation rate | 89.7% | 61.1%+28.6pp | 69.3%+20.5pp | 69.5%+20.3pp |
| Annual return | 24.41% | 27.59%-3.2pp | 30.76%-6.3pp | 81.00%-56.6pp |
| Employer contribution / active EE | $5,785 | $1,687+243.0% | $2,500+131.4% | $2,440+137.1% |
| Participant deferral / active EE | $14,994 | $2,634+469.3% | $3,603+316.2% | $3,607+315.6% |
| Admin fee / account holder | $12,432 | $3,978+212.5% | $5,418+129.4% | $5,124+142.6% |