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 | $407,799 | $93,571+335.8% | $135,903+200.1% | $75,163+442.5% |
| Participation rate | 98.8% | 75.2%+23.6pp | 81.9%+16.9pp | 67.2%+31.6pp |
| Annual return | 17.62% | 30.90%-13.3pp | 68.23%-50.6pp | 160.62%-143.0pp |
| Employer contribution / active EE | $7,202 | $3,537+103.7% | $4,856+48.3% | $2,670+169.8% |
| Participant deferral / active EE | $11,515 | $6,404+79.8% | $7,758+48.4% | $4,125+179.1% |
| Admin fee / account holder | $47,178 | $6,975+576.3% | $10,762+338.4% | $5,651+734.9% |