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 | $457,014 | $109,413+317.7% | $156,263+192.5% | $84,808+438.9% |
| Participation rate | 86.3% | 72.7%+13.6pp | 78.9%+7.4pp | 68.3%+18.0pp |
| Annual return | 23.75% | 20.18%+3.6pp | 59.47%-35.7pp | 40.90%-17.1pp |
| Employer contribution / active EE | $14,686 | $2,907+405.2% | $4,333+238.9% | $2,631+458.2% |
| Participant deferral / active EE | $13,057 | $4,590+184.5% | $6,158+112.0% | $4,212+210.0% |
| Admin fee / account holder | $18,822 | $9,357+101.2% | $14,255+32.0% | $7,344+156.3% |