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 | $484,485 | $89,355+442.2% | $141,162+243.2% | $72,985+563.8% |
| Participation rate | 98.1% | 75.1%+23.0pp | 82.5%+15.7pp | 69.5%+28.7pp |
| Annual return | 28.99% | 111.85%-82.9pp | 71.39%-42.4pp | 81.00%-52.0pp |
| Employer contribution / active EE | $10,206 | $3,114+227.7% | $4,735+115.5% | $2,440+318.3% |
| Participant deferral / active EE | $12,872 | $5,418+137.6% | $6,709+91.9% | $3,607+256.8% |
| Admin fee / account holder | $10,761 | $5,958+80.6% | $10,261+4.9% | $5,124+110.0% |