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 | $589,727 | $98,750+497.2% | $149,696+293.9% | $79,858+638.5% |
| Participation rate | 97.7% | 75.8%+21.9pp | 82.5%+15.2pp | 69.6%+28.0pp |
| Annual return | 14.15% | 27.43%-13.3pp | 276.60%-262.5pp | 31.71%-17.6pp |
| Employer contribution / active EE | $5,750 | $3,216+78.8% | $4,644+23.8% | $2,471+132.7% |
| Participant deferral / active EE | $5,339 | $5,680-6.0% | $6,842-22.0% | $3,740+42.7% |
| Admin fee / account holder | $11,900 | $6,053+96.6% | $9,309+27.8% | $5,306+124.3% |