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 | $631,123 | $109,881+474.4% | $150,045+320.6% | $84,808+644.2% |
| Participation rate | 97.9% | 76.1%+21.8pp | 82.3%+15.6pp | 68.3%+29.6pp |
| Annual return | 16.33% | 28.25%-11.9pp | 62.55%-46.2pp | 40.90%-24.6pp |
| Employer contribution / active EE | $10,788 | $3,561+202.9% | $4,693+129.9% | $2,631+310.0% |
| Participant deferral / active EE | $17,874 | $6,636+169.4% | $7,997+123.5% | $4,212+324.4% |
| Admin fee / account holder | $20,235 | $8,568+136.2% | $13,435+50.6% | $7,344+175.5% |