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 | $477,650 | $148,978+220.6% | $200,582+138.1% | $84,808+463.2% |
| Participation rate | 98.3% | 84.2%+14.1pp | 86.9%+11.4pp | 68.3%+30.0pp |
| Annual return | 19.91% | 28.16%-8.3pp | 42.33%-22.4pp | 40.90%-21.0pp |
| Employer contribution / active EE | $9,606 | $4,815+99.5% | $6,419+49.7% | $2,631+265.1% |
| Participant deferral / active EE | $21,734 | $7,142+204.3% | $9,331+132.9% | $4,212+416.1% |
| Admin fee / account holder | $18,937 | $13,977+35.5% | $16,305+16.1% | $7,344+157.9% |