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 | $109,413+356.9% | $156,263+219.9% | $84,808+489.5% |
| Participation rate | 96.2% | 72.7%+23.5pp | 78.9%+17.2pp | 68.3%+27.8pp |
| Annual return | 13.86% | 20.18%-6.3pp | 59.47%-45.6pp | 40.90%-27.0pp |
| Employer contribution / active EE | $18,351 | $2,907+531.3% | $4,333+323.5% | $2,631+597.5% |
| Participant deferral / active EE | $15,443 | $4,590+236.5% | $6,158+150.8% | $4,212+266.7% |
| Admin fee / account holder | $10,371 | $9,357+10.8% | $14,255-27.2% | $7,344+41.2% |