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 | $956,836 | $99,633+860.4% | $183,328+421.9% | $82,448+1060.5% |
| Participation rate | 93.6% | 70.8%+22.9pp | 77.3%+16.3pp | 68.1%+25.5pp |
| Annual return | 14.84% | 17.84%-3.0pp | 29.67%-14.8pp | 41.64%-26.8pp |
| Employer contribution / active EE | $13,539 | $3,256+315.8% | $5,055+167.8% | $2,551+430.7% |
| Participant deferral / active EE | $17,554 | $4,938+255.5% | $6,795+158.3% | $4,139+324.1% |
| Admin fee / account holder | $116,662 | $9,934+1074.3% | $21,427+444.5% | $7,234+1512.6% |