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 | $432,308 | $98,750+337.8% | $149,696+188.8% | $79,858+441.3% |
| Participation rate | 97.9% | 75.8%+22.1pp | 82.5%+15.4pp | 69.6%+28.3pp |
| Annual return | 17.94% | 27.43%-9.5pp | 276.60%-258.7pp | 31.71%-13.8pp |
| Employer contribution / active EE | $14,399 | $3,216+347.7% | $4,644+210.0% | $2,471+482.8% |
| Participant deferral / active EE | $11,046 | $5,680+94.5% | $6,842+61.4% | $3,740+195.3% |
| Admin fee / account holder | $34,105 | $6,053+463.5% | $9,309+266.4% | $5,306+542.7% |