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 | $549,736 | $106,749+415.0% | $145,433+278.0% | $82,448+566.8% |
| Participation rate | 96.0% | 75.6%+20.4pp | 82.1%+13.9pp | 68.1%+27.9pp |
| Annual return | 16.66% | 27.59%-10.9pp | 66.58%-49.9pp | 41.64%-25.0pp |
| Employer contribution / active EE | $19,948 | $3,444+479.1% | $4,554+338.0% | $2,551+682.0% |
| Participant deferral / active EE | $15,772 | $6,519+142.0% | $7,897+99.7% | $4,139+281.0% |
| Admin fee / account holder | $21,619 | $8,390+157.7% | $13,129+64.7% | $7,234+198.8% |