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 | $278,667 | $85,202+227.1% | $172,739+61.3% | $72,985+281.8% |
| Participation rate | 98.7% | 70.1%+28.6pp | 82.6%+16.0pp | 69.5%+29.2pp |
| Annual return | 20.22% | 27.32%-7.1pp | 802.84%-782.6pp | 81.00%-60.8pp |
| Employer contribution / active EE | $14,943 | $3,324+349.5% | $5,143+190.6% | $2,440+512.5% |
| Participant deferral / active EE | $8,125 | $3,260+149.2% | $5,198+56.3% | $3,607+125.2% |
| Admin fee / account holder | $27,478 | $5,884+367.0% | $13,954+96.9% | $5,124+436.2% |