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 | $474,736 | $148,978+218.7% | $200,582+136.7% | $84,808+459.8% |
| Participation rate | 98.6% | 84.2%+14.4pp | 86.9%+11.8pp | 68.3%+30.3pp |
| Annual return | 17.37% | 28.16%-10.8pp | 42.33%-25.0pp | 40.90%-23.5pp |
| Employer contribution / active EE | $27,460 | $4,815+470.3% | $6,419+327.8% | $2,631+943.7% |
| Participant deferral / active EE | $14,544 | $7,142+103.6% | $9,331+55.9% | $4,212+245.3% |
| Admin fee / account holder | $24,833 | $13,977+77.7% | $16,305+52.3% | $7,344+238.1% |