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 | $415,513 | $109,359+280.0% | $162,163+156.2% | $72,985+469.3% |
| Participation rate | 98.2% | 84.3%+14.0pp | 87.6%+10.7pp | 69.5%+28.8pp |
| Annual return | 30.89% | 25.46%+5.4pp | 115.59%-84.7pp | 81.00%-50.1pp |
| Employer contribution / active EE | $14,014 | $3,907+258.7% | $5,614+149.6% | $2,440+474.4% |
| Participant deferral / active EE | $12,688 | $5,481+131.5% | $7,298+73.9% | $3,607+251.7% |
| Admin fee / account holder | $6,259 | $7,972-21.5% | $10,843-42.3% | $5,124+22.1% |