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 | $528,639 | $109,881+381.1% | $150,045+252.3% | $84,808+523.3% |
| Participation rate | 90.0% | 76.1%+13.9pp | 82.3%+7.7pp | 68.3%+21.7pp |
| Annual return | 14.78% | 28.25%-13.5pp | 62.55%-47.8pp | 40.90%-26.1pp |
| Employer contribution / active EE | $21,833 | $3,561+513.1% | $4,693+365.2% | $2,631+729.8% |
| Participant deferral / active EE | $12,744 | $6,636+92.0% | $7,997+59.4% | $4,212+202.6% |
| Admin fee / account holder | $29,307 | $8,568+242.0% | $13,435+118.1% | $7,344+299.1% |