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 | $648,349 | $101,724+537.4% | $164,813+293.4% | $80,856+701.9% |
| Participation rate | 80.0% | 71.8%+8.2pp | 78.6%+1.4pp | 67.6%+12.4pp |
| Annual return | 16.36% | 16.72%-0.4pp | 69.93%-53.6pp | 35.59%-19.2pp |
| Employer contribution / active EE | $7,345 | $2,953+148.7% | $4,341+69.2% | $2,755+166.6% |
| Participant deferral / active EE | $8,609 | $4,477+92.3% | $6,031+42.7% | $4,296+100.4% |
| Admin fee / account holder | $33,083 | $8,227+302.1% | $12,690+160.7% | $6,918+378.2% |