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 | $428,716 | $109,359+292.0% | $162,163+164.4% | $72,985+487.4% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 25.91% | 25.46%+0.5pp | 115.59%-89.7pp | 81.00%-55.1pp |
| Employer contribution / active EE | $11,848 | $3,907+203.2% | $5,614+111.0% | $2,440+385.6% |
| Participant deferral / active EE | $12,861 | $5,481+134.6% | $7,298+76.2% | $3,607+256.5% |
| Admin fee / account holder | $20,975 | $7,972+163.1% | $10,843+93.5% | $5,124+309.3% |