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 | $607,007 | $89,355+579.3% | $141,162+330.0% | $72,985+731.7% |
| Participation rate | 97.1% | 75.1%+22.0pp | 82.5%+14.7pp | 69.5%+27.7pp |
| Annual return | 23.52% | 111.85%-88.3pp | 71.39%-47.9pp | 81.00%-57.5pp |
| Employer contribution / active EE | $6,062 | $3,114+94.6% | $4,735+28.0% | $2,440+148.4% |
| Participant deferral / active EE | $3,064 | $5,418-43.4% | $6,709-54.3% | $3,607-15.1% |
| Admin fee / account holder | $18,067 | $5,958+203.2% | $10,261+76.1% | $5,124+252.6% |