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 | $454,572 | $109,881+313.7% | $150,045+203.0% | $84,808+436.0% |
| Participation rate | 95.7% | 76.1%+19.6pp | 82.3%+13.3pp | 68.3%+27.3pp |
| Annual return | 16.00% | 28.25%-12.2pp | 62.55%-46.6pp | 40.90%-24.9pp |
| Employer contribution / active EE | $8,608 | $3,561+141.7% | $4,693+83.4% | $2,631+227.2% |
| Participant deferral / active EE | $13,852 | $6,636+108.7% | $7,997+73.2% | $4,212+228.9% |
| Admin fee / account holder | $51,583 | $8,568+502.0% | $13,435+284.0% | $7,344+602.4% |