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 | $567,501 | $89,355+535.1% | $141,162+302.0% | $72,985+677.6% |
| Participation rate | 98.1% | 75.1%+23.0pp | 82.5%+15.6pp | 69.5%+28.6pp |
| Annual return | 20.45% | 111.85%-91.4pp | 71.39%-50.9pp | 81.00%-60.6pp |
| Employer contribution / active EE | $5,769 | $3,114+85.2% | $4,735+21.8% | $2,440+136.5% |
| Participant deferral / active EE | $8,891 | $5,418+64.1% | $6,709+32.5% | $3,607+146.5% |
| Admin fee / account holder | $14,546 | $5,958+144.1% | $10,261+41.8% | $5,124+183.9% |