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 | $554,148 | $146,267+278.9% | $197,124+181.1% | $82,448+572.1% |
| Participation rate | 96.6% | 84.0%+12.5pp | 86.7%+9.8pp | 68.1%+28.5pp |
| Annual return | 17.06% | 29.61%-12.6pp | 44.34%-27.3pp | 41.64%-24.6pp |
| Employer contribution / active EE | $14,660 | $4,723+210.4% | $6,227+135.4% | $2,551+474.7% |
| Participant deferral / active EE | $18,906 | $7,035+168.8% | $9,135+107.0% | $4,139+356.7% |
| Admin fee / account holder | $37,357 | $14,422+159.0% | $16,298+129.2% | $7,234+416.4% |