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 | $579,584 | $100,923+474.3% | $150,045+286.3% | $74,304+680.0% |
| Participation rate | 99.0% | 70.1%+28.9pp | 82.3%+16.7pp | 60.3%+38.7pp |
| Annual return | 17.00% | 51.77%-34.8pp | 62.55%-45.5pp | 29.43%-12.4pp |
| Employer contribution / active EE | $21,640 | $3,463+524.8% | $4,693+361.1% | $2,241+865.6% |
| Participant deferral / active EE | $16,545 | $6,709+146.6% | $7,997+106.9% | $3,767+339.2% |
| Admin fee / account holder | $4,219 | $2,767+52.5% | $13,435-68.6% | $2,969+42.1% |