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 | $452,768 | $84,233+437.5% | $170,442+165.6% | $70,131+545.6% |
| Participation rate | 98.6% | 70.8%+27.8pp | 83.6%+15.0pp | 69.5%+29.1pp |
| Annual return | 17.89% | 23.06%-5.2pp | 205.93%-188.0pp | 73.14%-55.3pp |
| Employer contribution / active EE | $23,016 | $3,387+579.6% | $5,433+323.7% | $2,342+882.6% |
| Participant deferral / active EE | $14,580 | $3,086+372.5% | $4,939+195.2% | $3,332+337.6% |
| Admin fee / account holder | $16,427 | $5,698+188.3% | $13,880+18.3% | $4,645+253.6% |