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 | $529,833 | $77,899+580.2% | $149,673+254.0% | $75,163+604.9% |
| Participation rate | 91.8% | 65.6%+26.3pp | 78.8%+13.1pp | 67.2%+24.6pp |
| Annual return | 26.26% | 31.72%-5.5pp | 134.42%-108.2pp | 160.62%-134.4pp |
| Employer contribution / active EE | $17,272 | $3,137+450.5% | $4,818+258.5% | $2,670+546.9% |
| Participant deferral / active EE | $16,572 | $3,411+385.9% | $5,680+191.8% | $4,125+301.7% |
| Admin fee / account holder | $66,664 | $5,956+1019.2% | $13,210+404.7% | $5,651+1079.7% |