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 | $466,965 | $80,717+478.5% | $154,803+201.7% | $84,808+450.6% |
| Participation rate | 92.8% | 66.8%+26.0pp | 78.1%+14.7pp | 68.3%+24.5pp |
| Annual return | 15.06% | 37.96%-22.9pp | 58.88%-43.8pp | 40.90%-25.8pp |
| Employer contribution / active EE | $28,839 | $2,761+944.4% | $4,305+569.8% | $2,631+996.1% |
| Participant deferral / active EE | $16,098 | $3,303+387.3% | $5,540+190.5% | $4,212+282.2% |
| Admin fee / account holder | $40,698 | $6,746+503.3% | $14,329+184.0% | $7,344+454.2% |