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 | $398,254 | $109,359+264.2% | $162,163+145.6% | $72,985+445.7% |
| Participation rate | 96.4% | 84.3%+12.2pp | 87.6%+8.9pp | 69.5%+26.9pp |
| Annual return | 20.22% | 25.46%-5.2pp | 115.59%-95.4pp | 81.00%-60.8pp |
| Employer contribution / active EE | $12,299 | $3,907+214.8% | $5,614+119.1% | $2,440+404.1% |
| Participant deferral / active EE | $18,889 | $5,481+244.6% | $7,298+158.8% | $3,607+423.6% |
| Admin fee / account holder | $8,880 | $7,972+11.4% | $10,843-18.1% | $5,124+73.3% |