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 | $479,014 | $72,277+562.7% | $101,248+373.1% | $79,858+499.8% |
| Participation rate | 92.9% | 68.5%+24.4pp | 75.8%+17.0pp | 69.6%+23.2pp |
| Annual return | 14.52% | 22.30%-7.8pp | 46.47%-32.0pp | 31.71%-17.2pp |
| Employer contribution / active EE | $12,236 | $2,692+354.6% | $3,660+234.4% | $2,471+395.2% |
| Participant deferral / active EE | $3,567 | $3,282+8.7% | $4,370-18.4% | $3,740-4.6% |
| Admin fee / account holder | $12,621 | $4,400+186.8% | $5,945+112.3% | $5,306+137.9% |