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 | $605,811 | $99,985+505.9% | $146,665+313.1% | $85,850+605.7% |
| Participation rate | 98.0% | 73.1%+24.9pp | 80.1%+17.9pp | 69.3%+28.7pp |
| Annual return | 13.59% | 18.93%-5.3pp | 22.74%-9.2pp | 318.53%-304.9pp |
| Employer contribution / active EE | $19,364 | $2,559+656.8% | $4,136+368.1% | $2,565+654.9% |
| Participant deferral / active EE | $13,441 | $4,006+235.6% | $5,506+144.1% | $3,952+240.1% |
| Admin fee / account holder | $8,750 | $7,702+13.6% | $10,280-14.9% | $6,260+39.8% |