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 5-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 | $499,648 | $61,605+711.1% | $112,229+345.2% | $75,163+564.7% |
| Participation rate | 90.3% | 61.7%+28.6pp | 72.4%+17.9pp | 67.2%+23.1pp |
| Annual return | 20.60% | 28.47%-7.9pp | 30.20%-9.6pp | 160.62%-140.0pp |
| Employer contribution / active EE | $5,449 | $2,015+170.4% | $3,430+58.9% | $2,670+104.1% |
| Participant deferral / active EE | $11,807 | $3,108+279.9% | $4,798+146.1% | $4,125+186.2% |
| Admin fee / account holder | $12,734 | $4,862+161.9% | $7,748+64.3% | $5,651+125.4% |