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 | $574,381 | $109,359+425.2% | $162,163+254.2% | $72,985+687.0% |
| Participation rate | 98.2% | 84.3%+13.9pp | 87.6%+10.6pp | 69.5%+28.7pp |
| Annual return | 26.56% | 25.46%+1.1pp | 115.59%-89.0pp | 81.00%-54.4pp |
| Employer contribution / active EE | $17,069 | $3,907+336.8% | $5,614+204.1% | $2,440+599.6% |
| Participant deferral / active EE | $17,721 | $5,481+223.3% | $7,298+142.8% | $3,607+391.2% |
| Admin fee / account holder | $8,170 | $7,972+2.5% | $10,843-24.7% | $5,124+59.4% |