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 | $547,072 | $89,355+512.2% | $141,162+287.5% | $72,985+649.6% |
| Participation rate | 93.6% | 75.1%+18.5pp | 82.5%+11.1pp | 69.5%+24.1pp |
| Annual return | 21.84% | 111.85%-90.0pp | 71.39%-49.6pp | 81.00%-59.2pp |
| Employer contribution / active EE | $10,564 | $3,114+239.2% | $4,735+123.1% | $2,440+333.0% |
| Participant deferral / active EE | $13,287 | $5,418+145.2% | $6,709+98.0% | $3,607+268.3% |
| Admin fee / account holder | $29,016 | $5,958+387.0% | $10,261+182.8% | $5,124+466.2% |