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 | $492,751 | $86,286+471.1% | $111,297+342.7% | $85,850+474.0% |
| Participation rate | 94.6% | 73.3%+21.3pp | 77.3%+17.3pp | 69.3%+25.3pp |
| Annual return | 22.01% | 19.99%+2.0pp | 54.65%-32.6pp | 318.53%-296.5pp |
| Employer contribution / active EE | $6,018 | $2,043+194.5% | $2,731+120.4% | $2,565+134.6% |
| Participant deferral / active EE | $10,686 | $3,641+193.5% | $4,487+138.1% | $3,952+170.4% |
| Admin fee / account holder | $58,928 | $8,188+619.7% | $7,964+639.9% | $6,260+841.4% |