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 5-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 | $519,704 | $148,978+248.8% | $200,582+159.1% | $84,808+512.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 16.02% | 28.16%-12.1pp | 42.33%-26.3pp | 40.90%-24.9pp |
| Employer contribution / active EE | $26,174 | $4,815+443.6% | $6,419+307.8% | $2,631+894.8% |
| Participant deferral / active EE | $20,135 | $7,142+181.9% | $9,331+115.8% | $4,212+378.1% |
| Admin fee / account holder | $53,497 | $13,977+282.7% | $16,305+228.1% | $7,344+628.5% |