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 | $499,910 | $108,825+359.4% | $156,181+220.1% | $82,448+506.3% |
| Participation rate | 96.2% | 72.4%+23.8pp | 78.8%+17.3pp | 68.1%+28.1pp |
| Annual return | 13.86% | 20.59%-6.7pp | 64.87%-51.0pp | 41.64%-27.8pp |
| Employer contribution / active EE | $18,351 | $2,870+539.5% | $4,294+327.4% | $2,551+619.4% |
| Participant deferral / active EE | $15,443 | $4,577+237.4% | $6,132+151.8% | $4,139+273.1% |
| Admin fee / account holder | $10,371 | $9,341+11.0% | $14,586-28.9% | $7,234+43.4% |