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 | $494,708 | $109,881+350.2% | $150,045+229.7% | $84,808+483.3% |
| Participation rate | 88.0% | 76.1%+11.9pp | 82.3%+5.7pp | 68.3%+19.7pp |
| Annual return | 18.07% | 28.25%-10.2pp | 62.55%-44.5pp | 40.90%-22.8pp |
| Employer contribution / active EE | $14,078 | $3,561+295.3% | $4,693+200.0% | $2,631+435.1% |
| Participant deferral / active EE | $9,657 | $6,636+45.5% | $7,997+20.8% | $4,212+129.3% |
| Admin fee / account holder | $30,122 | $8,568+251.6% | $13,435+124.2% | $7,344+310.2% |