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 | $554,989 | $109,881+405.1% | $150,045+269.9% | $84,808+554.4% |
| Participation rate | 98.6% | 76.1%+22.6pp | 82.3%+16.3pp | 68.3%+30.3pp |
| Annual return | 14.72% | 28.25%-13.5pp | 62.55%-47.8pp | 40.90%-26.2pp |
| Employer contribution / active EE | $7,006 | $3,561+96.7% | $4,693+49.3% | $2,631+166.3% |
| Participant deferral / active EE | $20,676 | $6,636+211.6% | $7,997+158.5% | $4,212+390.9% |
| Admin fee / account holder | $50,262 | $8,568+486.6% | $13,435+274.1% | $7,344+584.4% |