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 | $522,411 | $81,248+543.0% | $155,509+235.9% | $80,856+546.1% |
| Participation rate | 96.6% | 66.2%+30.3pp | 78.2%+18.4pp | 67.6%+28.9pp |
| Annual return | 14.47% | 33.31%-18.8pp | 64.67%-50.2pp | 35.59%-21.1pp |
| Employer contribution / active EE | $16,748 | $3,100+440.2% | $4,672+258.4% | $2,755+508.0% |
| Participant deferral / active EE | $17,090 | $3,452+395.1% | $5,626+203.8% | $4,296+297.8% |
| Admin fee / account holder | $11,428 | $7,997+42.9% | $15,912-28.2% | $6,918+65.2% |