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 | $687,874 | $148,978+361.7% | $200,582+242.9% | $84,808+711.1% |
| Participation rate | 94.7% | 84.2%+10.5pp | 86.9%+7.9pp | 68.3%+26.4pp |
| Annual return | 18.06% | 28.16%-10.1pp | 42.33%-24.3pp | 40.90%-22.8pp |
| Employer contribution / active EE | $18,894 | $4,815+292.4% | $6,419+194.4% | $2,631+618.2% |
| Participant deferral / active EE | $11,770 | $7,142+64.8% | $9,331+26.1% | $4,212+179.5% |
| Admin fee / account holder | $28,367 | $13,977+103.0% | $16,305+74.0% | $7,344+286.3% |