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 | $475,243 | $78,705+503.8% | $117,854+303.2% | $70,131+577.7% |
| Participation rate | 98.1% | 73.2%+25.0pp | 79.7%+18.5pp | 69.5%+28.6pp |
| Annual return | 15.97% | 23.30%-7.3pp | 335.08%-319.1pp | 73.14%-57.2pp |
| Employer contribution / active EE | $24,611 | $2,223+1006.9% | $3,786+550.0% | $2,342+950.7% |
| Participant deferral / active EE | $12,646 | $3,297+283.5% | $4,482+182.2% | $3,332+279.6% |
| Admin fee / account holder | $43,458 | $5,065+757.9% | $8,020+441.9% | $4,645+835.5% |