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 | $399,952 | $85,202+369.4% | $172,739+131.5% | $72,985+448.0% |
| Participation rate | 96.0% | 70.1%+25.9pp | 82.6%+13.4pp | 69.5%+26.5pp |
| Annual return | 18.44% | 27.32%-8.9pp | 802.84%-784.4pp | 81.00%-62.6pp |
| Employer contribution / active EE | $6,868 | $3,324+106.6% | $5,143+33.5% | $2,440+181.5% |
| Participant deferral / active EE | $6,459 | $3,260+98.1% | $5,198+24.3% | $3,607+79.1% |
| Admin fee / account holder | $14,353 | $5,884+143.9% | $13,954+2.9% | $5,124+180.1% |