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 | $513,242 | $76,407+571.7% | $150,298+241.5% | $82,448+522.5% |
| Participation rate | 91.9% | 66.4%+25.5pp | 77.8%+14.1pp | 68.1%+23.8pp |
| Annual return | 16.75% | 39.99%-23.2pp | 62.79%-46.0pp | 41.64%-24.9pp |
| Employer contribution / active EE | $12,312 | $2,614+371.0% | $4,154+196.4% | $2,551+382.7% |
| Participant deferral / active EE | $10,400 | $3,214+223.5% | $5,453+90.7% | $4,139+151.2% |
| Admin fee / account holder | $17,252 | $6,352+171.6% | $14,116+22.2% | $7,234+138.5% |