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 | $428,885 | $93,571+358.4% | $135,903+215.6% | $75,163+470.6% |
| Participation rate | 92.9% | 75.2%+17.7pp | 81.9%+11.0pp | 67.2%+25.7pp |
| Annual return | 16.03% | 30.90%-14.9pp | 68.23%-52.2pp | 160.62%-144.6pp |
| Employer contribution / active EE | $6,493 | $3,537+83.6% | $4,856+33.7% | $2,670+143.2% |
| Participant deferral / active EE | $9,750 | $6,404+52.2% | $7,758+25.7% | $4,125+136.4% |
| Admin fee / account holder | $50,307 | $6,975+621.2% | $10,762+367.4% | $5,651+790.2% |