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 | $459,955 | $109,881+318.6% | $150,045+206.5% | $84,808+442.4% |
| Participation rate | 95.1% | 76.1%+19.0pp | 82.3%+12.8pp | 68.3%+26.8pp |
| Annual return | 15.62% | 28.25%-12.6pp | 62.55%-46.9pp | 40.90%-25.3pp |
| Employer contribution / active EE | $6,160 | $3,561+73.0% | $4,693+31.3% | $2,631+134.1% |
| Participant deferral / active EE | $19,409 | $6,636+192.5% | $7,997+142.7% | $4,212+360.9% |
| Admin fee / account holder | $31,409 | $8,568+266.6% | $13,435+133.8% | $7,344+327.7% |