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 | $410,129 | $85,766+378.2% | $136,294+200.9% | $70,131+484.8% |
| Participation rate | 95.1% | 74.2%+21.0pp | 81.9%+13.2pp | 69.5%+25.6pp |
| Annual return | 15.49% | 31.45%-16.0pp | 5155.94%-5140.4pp | 73.14%-57.6pp |
| Employer contribution / active EE | $10,059 | $2,966+239.1% | $4,695+114.2% | $2,342+329.4% |
| Participant deferral / active EE | $5,266 | $5,051+4.3% | $6,247-15.7% | $3,332+58.1% |
| Admin fee / account holder | $28,022 | $5,420+417.0% | $9,243+203.2% | $4,645+503.2% |