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 | $495,668 | $86,891+470.4% | $142,449+248.0% | $75,163+559.5% |
| Participation rate | 88.2% | 68.5%+19.7pp | 76.8%+11.5pp | 67.2%+21.0pp |
| Annual return | 21.24% | 23.31%-2.1pp | 19.99%+1.3pp | 160.62%-139.4pp |
| Employer contribution / active EE | $12,271 | $3,355+265.7% | $4,847+153.1% | $2,670+359.6% |
| Participant deferral / active EE | $14,115 | $4,938+185.9% | $6,283+124.6% | $4,125+242.2% |
| Admin fee / account holder | $16,580 | $7,299+127.2% | $10,011+65.6% | $5,651+193.4% |