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 | $638,491 | $138,347+361.5% | $184,203+246.6% | $80,856+689.7% |
| Participation rate | 96.0% | 83.9%+12.1pp | 86.8%+9.2pp | 67.6%+28.4pp |
| Annual return | 17.10% | 20.02%-2.9pp | 28.81%-11.7pp | 35.59%-18.5pp |
| Employer contribution / active EE | $21,912 | $4,850+351.8% | $6,427+240.9% | $2,755+695.4% |
| Participant deferral / active EE | $11,193 | $7,071+58.3% | $9,131+22.6% | $4,296+160.6% |
| Admin fee / account holder | $46,865 | $10,483+347.0% | $13,901+237.1% | $6,918+577.4% |