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 | $540,772 | $123,793+336.8% | $177,821+204.1% | $79,858+577.2% |
| Participation rate | 96.9% | 84.7%+12.2pp | 87.7%+9.2pp | 69.6%+27.2pp |
| Annual return | 25.06% | 22.82%+2.2pp | 48.32%-23.3pp | 31.71%-6.7pp |
| Employer contribution / active EE | $12,403 | $4,095+202.9% | $5,918+109.6% | $2,471+402.0% |
| Participant deferral / active EE | $14,881 | $5,956+149.8% | $7,714+92.9% | $3,740+297.9% |
| Admin fee / account holder | $19,149 | $7,243+164.4% | $12,427+54.1% | $5,306+260.9% |