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 | $403,193 | $89,355+351.2% | $141,162+185.6% | $72,985+452.4% |
| Participation rate | 92.9% | 75.1%+17.7pp | 82.5%+10.4pp | 69.5%+23.4pp |
| Annual return | 22.28% | 111.85%-89.6pp | 71.39%-49.1pp | 81.00%-58.7pp |
| Employer contribution / active EE | $14,600 | $3,114+368.8% | $4,735+208.3% | $2,440+498.4% |
| Participant deferral / active EE | $14,266 | $5,418+163.3% | $6,709+112.6% | $3,607+295.5% |
| Admin fee / account holder | $30,041 | $5,958+404.2% | $10,261+192.8% | $5,124+486.2% |