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 | $409,121 | $77,634+427.0% | $156,549+161.3% | $62,891+550.5% |
| Participation rate | 97.9% | 71.2%+26.7pp | 84.0%+13.9pp | 69.3%+28.6pp |
| Annual return | 8.21% | 50.32%-42.1pp | 32.23%-24.0pp | 20.14%-11.9pp |
| Employer contribution / active EE | $24,981 | $3,444+625.4% | $5,501+354.1% | $2,281+995.2% |
| Participant deferral / active EE | $19,130 | $3,045+528.1% | $4,871+292.7% | $3,203+497.3% |
| Admin fee / account holder | $13,719 | $5,561+146.7% | $13,027+5.3% | $4,296+219.4% |