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 | $430,769 | $77,314+457.2% | $177,989+142.0% | $80,856+432.8% |
| Participation rate | 85.2% | 65.7%+19.5pp | 77.1%+8.1pp | 67.6%+17.5pp |
| Annual return | 11.45% | 18.09%-6.6pp | 294.48%-283.0pp | 35.59%-24.1pp |
| Employer contribution / active EE | $7,724 | $2,292+237.0% | $3,949+95.6% | $2,755+180.4% |
| Participant deferral / active EE | $11,546 | $4,411+161.8% | $6,276+84.0% | $4,296+168.8% |
| Admin fee / account holder | $48,257 | $7,191+571.1% | $10,363+365.7% | $6,918+597.6% |