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 | $544,398 | $93,571+481.8% | $135,903+300.6% | $75,163+624.3% |
| Participation rate | 91.4% | 75.2%+16.2pp | 81.9%+9.5pp | 67.2%+24.2pp |
| Annual return | 16.21% | 30.90%-14.7pp | 68.23%-52.0pp | 160.62%-144.4pp |
| Employer contribution / active EE | $6,878 | $3,537+94.5% | $4,856+41.6% | $2,670+157.6% |
| Participant deferral / active EE | $17,986 | $6,404+180.9% | $7,758+131.8% | $4,125+336.0% |
| Admin fee / account holder | $89,592 | $6,975+1184.4% | $10,762+732.5% | $5,651+1485.4% |