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 | $535,277 | $85,202+528.2% | $172,739+209.9% | $72,985+633.4% |
| Participation rate | 93.5% | 70.1%+23.4pp | 82.6%+10.8pp | 69.5%+24.0pp |
| Annual return | 17.22% | 27.32%-10.1pp | 802.84%-785.6pp | 81.00%-63.8pp |
| Employer contribution / active EE | $22,051 | $3,324+563.3% | $5,143+328.8% | $2,440+803.8% |
| Participant deferral / active EE | $15,534 | $3,260+376.5% | $5,198+198.9% | $3,607+330.6% |
| Admin fee / account holder | $33,172 | $5,884+463.8% | $13,954+137.7% | $5,124+547.3% |