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 | $490,276 | $98,750+396.5% | $149,696+227.5% | $79,858+513.9% |
| Participation rate | 92.0% | 75.8%+16.2pp | 82.5%+9.5pp | 69.6%+22.4pp |
| Annual return | 13.34% | 27.43%-14.1pp | 276.60%-263.3pp | 31.71%-18.4pp |
| Employer contribution / active EE | $13,927 | $3,216+333.0% | $4,644+199.9% | $2,471+463.7% |
| Participant deferral / active EE | $11,464 | $5,680+101.8% | $6,842+67.6% | $3,740+206.5% |
| Admin fee / account holder | $6,863 | $6,053+13.4% | $9,309-26.3% | $5,306+29.3% |