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 | $409,283 | $98,750+314.5% | $149,696+173.4% | $79,858+412.5% |
| Participation rate | 95.9% | 75.8%+20.2pp | 82.5%+13.5pp | 69.6%+26.3pp |
| Annual return | 16.41% | 27.43%-11.0pp | 276.60%-260.2pp | 31.71%-15.3pp |
| Employer contribution / active EE | $9,937 | $3,216+209.0% | $4,644+114.0% | $2,471+302.2% |
| Participant deferral / active EE | $12,055 | $5,680+112.2% | $6,842+76.2% | $3,740+222.3% |
| Admin fee / account holder | $5,321 | $6,053-12.1% | $9,309-42.8% | $5,306+0.3% |