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 | $541,308 | $109,881+392.6% | $150,045+260.8% | $84,808+538.3% |
| Participation rate | 96.2% | 76.1%+20.1pp | 82.3%+13.8pp | 68.3%+27.8pp |
| Annual return | 14.98% | 28.25%-13.3pp | 62.55%-47.6pp | 40.90%-25.9pp |
| Employer contribution / active EE | $15,585 | $3,561+337.6% | $4,693+232.1% | $2,631+492.4% |
| Participant deferral / active EE | $10,432 | $6,636+57.2% | $7,997+30.5% | $4,212+147.7% |
| Admin fee / account holder | $22,148 | $8,568+158.5% | $13,435+64.9% | $7,344+201.6% |