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 | $519,829 | $109,413+375.1% | $156,263+232.7% | $84,808+513.0% |
| Participation rate | 97.4% | 72.7%+24.7pp | 78.9%+18.5pp | 68.3%+29.1pp |
| Annual return | 15.14% | 20.18%-5.0pp | 59.47%-44.3pp | 40.90%-25.8pp |
| Employer contribution / active EE | $10,989 | $2,907+278.0% | $4,333+153.6% | $2,631+317.7% |
| Participant deferral / active EE | $14,058 | $4,590+206.3% | $6,158+128.3% | $4,212+233.8% |
| Admin fee / account holder | $12,806 | $9,357+36.9% | $14,255-10.2% | $7,344+74.4% |