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 | $462,012 | $109,881+320.5% | $150,045+207.9% | $84,808+444.8% |
| Participation rate | 88.4% | 76.1%+12.3pp | 82.3%+6.0pp | 68.3%+20.1pp |
| Annual return | 15.63% | 28.25%-12.6pp | 62.55%-46.9pp | 40.90%-25.3pp |
| Employer contribution / active EE | $5,192 | $3,561+45.8% | $4,693+10.6% | $2,631+97.4% |
| Participant deferral / active EE | $11,590 | $6,636+74.7% | $7,997+44.9% | $4,212+175.2% |
| Admin fee / account holder | $27,363 | $8,568+219.4% | $13,435+103.7% | $7,344+272.6% |