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 | $538,275 | $89,355+502.4% | $141,162+281.3% | $72,985+637.5% |
| Participation rate | 97.2% | 75.1%+22.1pp | 82.5%+14.8pp | 69.5%+27.7pp |
| Annual return | 19.30% | 111.85%-92.6pp | 71.39%-52.1pp | 81.00%-61.7pp |
| Employer contribution / active EE | $15,167 | $3,114+387.0% | $4,735+220.3% | $2,440+521.6% |
| Participant deferral / active EE | $9,658 | $5,418+78.3% | $6,709+44.0% | $3,607+167.7% |
| Admin fee / account holder | $20,221 | $5,958+239.4% | $10,261+97.1% | $5,124+294.6% |