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 | $677,146 | $123,793+447.0% | $177,821+280.8% | $79,858+747.9% |
| Participation rate | 98.2% | 84.7%+13.6pp | 87.7%+10.5pp | 69.6%+28.6pp |
| Annual return | 15.04% | 22.82%-7.8pp | 48.32%-33.3pp | 31.71%-16.7pp |
| Employer contribution / active EE | $17,732 | $4,095+333.0% | $5,918+199.6% | $2,471+617.7% |
| Participant deferral / active EE | $18,215 | $5,956+205.8% | $7,714+136.1% | $3,740+387.0% |
| Admin fee / account holder | $27,744 | $7,243+283.1% | $12,427+123.2% | $5,306+422.9% |