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 | $454,222 | $60,022+656.8% | $88,946+410.7% | $84,808+435.6% |
| Participation rate | 96.2% | 57.8%+38.3pp | 68.8%+27.3pp | 68.3%+27.8pp |
| Annual return | 18.92% | 22.43%-3.5pp | 57.82%-38.9pp | 40.90%-22.0pp |
| Employer contribution / active EE | $5,188 | $1,703+204.7% | $2,555+103.1% | $2,631+97.2% |
| Participant deferral / active EE | $15,560 | $3,114+399.7% | $4,581+239.6% | $4,212+269.5% |
| Admin fee / account holder | $15,061 | $4,811+213.1% | $8,261+82.3% | $7,344+105.1% |