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 | $409,895 | $93,571+338.1% | $135,903+201.6% | $75,163+445.3% |
| Participation rate | 95.8% | 75.2%+20.6pp | 81.9%+13.9pp | 67.2%+28.6pp |
| Annual return | 16.20% | 30.90%-14.7pp | 68.23%-52.0pp | 160.62%-144.4pp |
| Employer contribution / active EE | $13,568 | $3,537+283.6% | $4,856+179.4% | $2,670+408.2% |
| Participant deferral / active EE | $12,014 | $6,404+87.6% | $7,758+54.9% | $4,125+191.2% |
| Admin fee / account holder | $19,238 | $6,975+175.8% | $10,762+78.8% | $5,651+240.4% |