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 | $453,365 | $89,355+407.4% | $141,162+221.2% | $72,985+521.2% |
| Participation rate | 92.9% | 75.1%+17.7pp | 82.5%+10.4pp | 69.5%+23.4pp |
| Annual return | 24.91% | 111.85%-86.9pp | 71.39%-46.5pp | 81.00%-56.1pp |
| Employer contribution / active EE | $10,887 | $3,114+249.6% | $4,735+129.9% | $2,440+346.2% |
| Participant deferral / active EE | $6,171 | $5,418+13.9% | $6,709-8.0% | $3,607+71.1% |
| Admin fee / account holder | $4,288 | $5,958-28.0% | $10,261-58.2% | $5,124-16.3% |