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 | $427,603 | $109,881+289.2% | $150,045+185.0% | $84,808+404.2% |
| Participation rate | 98.4% | 76.1%+22.3pp | 82.3%+16.0pp | 68.3%+30.0pp |
| Annual return | 14.81% | 28.25%-13.4pp | 62.55%-47.7pp | 40.90%-26.1pp |
| Employer contribution / active EE | $25,537 | $3,561+617.1% | $4,693+444.1% | $2,631+870.6% |
| Participant deferral / active EE | $14,811 | $6,636+123.2% | $7,997+85.2% | $4,212+251.7% |
| Admin fee / account holder | $27,627 | $8,568+222.4% | $13,435+105.6% | $7,344+276.2% |