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 | $641,041 | $93,571+585.1% | $135,903+371.7% | $75,163+752.9% |
| Participation rate | 97.5% | 75.2%+22.3pp | 81.9%+15.6pp | 67.2%+30.3pp |
| Annual return | 16.78% | 30.90%-14.1pp | 68.23%-51.5pp | 160.62%-143.8pp |
| Employer contribution / active EE | $9,015 | $3,537+154.9% | $4,856+85.6% | $2,670+237.7% |
| Participant deferral / active EE | $12,096 | $6,404+88.9% | $7,758+55.9% | $4,125+193.2% |
| Admin fee / account holder | $43,754 | $6,975+527.3% | $10,762+306.6% | $5,651+674.3% |