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 | $692,509 | $125,758+450.7% | $169,993+307.4% | $75,163+821.3% |
| Participation rate | 96.7% | 83.6%+13.1pp | 87.0%+9.7pp | 67.2%+29.5pp |
| Annual return | 17.73% | 27.20%-9.5pp | 53.37%-35.6pp | 160.62%-142.9pp |
| Employer contribution / active EE | $15,456 | $4,615+234.9% | $6,785+127.8% | $2,670+478.9% |
| Participant deferral / active EE | $21,894 | $6,837+220.2% | $10,408+110.4% | $4,125+430.7% |
| Admin fee / account holder | $37,504 | $8,173+358.9% | $12,815+192.7% | $5,651+563.7% |