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 | $558,230 | $148,978+274.7% | $200,582+178.3% | $84,808+558.2% |
| Participation rate | 90.9% | 84.2%+6.7pp | 86.9%+4.0pp | 68.3%+22.6pp |
| Annual return | 18.07% | 28.16%-10.1pp | 42.33%-24.3pp | 40.90%-22.8pp |
| Employer contribution / active EE | $16,688 | $4,815+246.6% | $6,419+160.0% | $2,631+534.3% |
| Participant deferral / active EE | $23,982 | $7,142+235.8% | $9,331+157.0% | $4,212+469.4% |
| Admin fee / account holder | $23,132 | $13,977+65.5% | $16,305+41.9% | $7,344+215.0% |