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 | $513,071 | $94,625+442.2% | $116,228+341.4% | $84,808+505.0% |
| Participation rate | 96.3% | 70.4%+25.8pp | 74.6%+21.7pp | 68.3%+28.0pp |
| Annual return | 18.05% | 20.40%-2.3pp | 90.06%-72.0pp | 40.90%-22.8pp |
| Employer contribution / active EE | $11,615 | $2,347+395.0% | $2,994+287.9% | $2,631+341.5% |
| Participant deferral / active EE | $14,328 | $3,972+260.7% | $4,953+189.3% | $4,212+240.2% |
| Admin fee / account holder | $34,290 | $10,091+239.8% | $11,989+186.0% | $7,344+366.9% |