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 | $414,070 | $77,314+435.6% | $177,989+132.6% | $80,856+412.1% |
| Participation rate | 97.4% | 65.7%+31.7pp | 77.1%+20.4pp | 67.6%+29.8pp |
| Annual return | 15.04% | 18.09%-3.0pp | 294.48%-279.4pp | 35.59%-20.6pp |
| Employer contribution / active EE | $14,240 | $2,292+521.3% | $3,949+260.6% | $2,755+416.9% |
| Participant deferral / active EE | $12,090 | $4,411+174.1% | $6,276+92.6% | $4,296+181.4% |
| Admin fee / account holder | $59,251 | $7,191+724.0% | $10,363+471.7% | $6,918+756.5% |