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 | $390,104 | $84,233+363.1% | $170,442+128.9% | $70,131+456.3% |
| Participation rate | 97.1% | 70.8%+26.3pp | 83.6%+13.5pp | 69.5%+27.6pp |
| Annual return | 14.24% | 23.06%-8.8pp | 205.93%-191.7pp | 73.14%-58.9pp |
| Employer contribution / active EE | $13,099 | $3,387+286.7% | $5,433+141.1% | $2,342+459.2% |
| Participant deferral / active EE | $16,887 | $3,086+447.2% | $4,939+241.9% | $3,332+406.8% |
| Admin fee / account holder | $87,977 | $5,698+1444.0% | $13,880+533.8% | $4,645+1793.9% |