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 | $584,621 | $109,881+432.1% | $150,045+289.6% | $84,808+589.3% |
| Participation rate | 96.0% | 76.1%+19.9pp | 82.3%+13.7pp | 68.3%+27.7pp |
| Annual return | 17.02% | 28.25%-11.2pp | 62.55%-45.5pp | 40.90%-23.9pp |
| Employer contribution / active EE | $7,220 | $3,561+102.7% | $4,693+53.8% | $2,631+174.4% |
| Participant deferral / active EE | $9,998 | $6,636+50.7% | $7,997+25.0% | $4,212+137.4% |
| Admin fee / account holder | $60,010 | $8,568+600.4% | $13,435+346.7% | $7,344+717.2% |