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 | $394,620 | $138,385+185.2% | $184,200+114.2% | $80,874+387.9% |
| Participation rate | 97.3% | 83.9%+13.5pp | 86.8%+10.5pp | 67.6%+29.7pp |
| Annual return | 16.84% | 20.02%-3.2pp | 28.80%-12.0pp | 35.62%-18.8pp |
| Employer contribution / active EE | $23,492 | $4,849+384.4% | $6,424+265.7% | $2,756+752.5% |
| Participant deferral / active EE | $13,548 | $7,073+91.6% | $9,132+48.4% | $4,297+215.3% |
| Admin fee / account holder | $33,945 | $10,483+223.8% | $13,907+144.1% | $6,935+389.5% |