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 | $495,512 | $93,571+429.6% | $135,903+264.6% | $75,163+559.2% |
| Participation rate | 90.9% | 75.2%+15.7pp | 81.9%+9.0pp | 67.2%+23.7pp |
| Annual return | 16.69% | 30.90%-14.2pp | 68.23%-51.5pp | 160.62%-143.9pp |
| Employer contribution / active EE | $27,911 | $3,537+689.2% | $4,856+474.8% | $2,670+945.4% |
| Participant deferral / active EE | $18,035 | $6,404+181.6% | $7,758+132.5% | $4,125+337.2% |
| Admin fee / account holder | $19,143 | $6,975+174.4% | $10,762+77.9% | $5,651+238.8% |