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 | $420,984 | $106,749+294.4% | $145,433+189.5% | $82,448+410.6% |
| Participation rate | 89.3% | 75.6%+13.6pp | 82.1%+7.2pp | 68.1%+21.2pp |
| Annual return | 19.76% | 27.59%-7.8pp | 66.58%-46.8pp | 41.64%-21.9pp |
| Employer contribution / active EE | $4,755 | $3,444+38.1% | $4,554+4.4% | $2,551+86.4% |
| Participant deferral / active EE | $12,649 | $6,519+94.0% | $7,897+60.2% | $4,139+205.6% |
| Admin fee / account holder | $17,997 | $8,390+114.5% | $13,129+37.1% | $7,234+148.8% |