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 | $638,338 | $123,793+415.6% | $177,821+259.0% | $79,858+699.3% |
| Participation rate | 96.6% | 84.7%+11.9pp | 87.7%+8.8pp | 69.6%+26.9pp |
| Annual return | 26.60% | 22.82%+3.8pp | 48.32%-21.7pp | 31.71%-5.1pp |
| Employer contribution / active EE | $17,906 | $4,095+337.2% | $5,918+202.5% | $2,471+624.7% |
| Participant deferral / active EE | $14,008 | $5,956+135.2% | $7,714+81.6% | $3,740+274.5% |
| Admin fee / account holder | $5,751 | $7,243-20.6% | $12,427-53.7% | $5,306+8.4% |