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 | $536,746 | $109,881+388.5% | $150,045+257.7% | $84,808+532.9% |
| Participation rate | 93.0% | 76.1%+16.9pp | 82.3%+10.7pp | 68.3%+24.7pp |
| Annual return | 14.80% | 28.25%-13.4pp | 62.55%-47.7pp | 40.90%-26.1pp |
| Employer contribution / active EE | $14,093 | $3,561+295.8% | $4,693+200.3% | $2,631+435.7% |
| Participant deferral / active EE | $12,426 | $6,636+87.3% | $7,997+55.4% | $4,212+195.0% |
| Admin fee / account holder | $13,842 | $8,568+61.6% | $13,435+3.0% | $7,344+88.5% |