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 | $434,842 | $105,181+313.4% | $159,436+172.7% | $85,850+406.5% |
| Participation rate | 96.7% | 75.8%+20.9pp | 82.8%+13.8pp | 69.3%+27.4pp |
| Annual return | 20.50% | 45.07%-24.6pp | 263.57%-243.1pp | 318.53%-298.0pp |
| Employer contribution / active EE | $7,472 | $3,318+125.2% | $4,829+54.7% | $2,565+191.3% |
| Participant deferral / active EE | $12,682 | $5,945+113.3% | $7,352+72.5% | $3,952+220.9% |
| Admin fee / account holder | $11,175 | $6,933+61.2% | $10,799+3.5% | $6,260+78.5% |