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 | $435,992 | $76,552+469.5% | $123,892+251.9% | $62,891+593.2% |
| Participation rate | 98.8% | 73.0%+25.8pp | 81.4%+17.3pp | 69.3%+29.4pp |
| Annual return | 6.42% | 18.68%-12.3pp | 47.52%-41.1pp | 20.14%-13.7pp |
| Employer contribution / active EE | $15,998 | $2,883+455.0% | $4,617+246.5% | $2,281+601.4% |
| Participant deferral / active EE | $11,318 | $4,840+133.8% | $5,984+89.1% | $3,203+253.4% |
| Admin fee / account holder | $18,553 | $4,826+284.5% | $8,357+122.0% | $4,296+331.9% |