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 | $590,422 | $148,978+296.3% | $200,582+194.4% | $84,808+596.2% |
| Participation rate | 88.6% | 84.2%+4.3pp | 86.9%+1.7pp | 68.3%+20.3pp |
| Annual return | 20.99% | 28.16%-7.2pp | 42.33%-21.3pp | 40.90%-19.9pp |
| Employer contribution / active EE | $18,042 | $4,815+274.7% | $6,419+181.1% | $2,631+585.7% |
| Participant deferral / active EE | $21,545 | $7,142+201.7% | $9,331+130.9% | $4,212+411.6% |
| Admin fee / account holder | $37,513 | $13,977+168.4% | $16,305+130.1% | $7,344+410.8% |