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 | $350,479 | $93,571+274.6% | $135,903+157.9% | $75,163+366.3% |
| Participation rate | 95.1% | 75.2%+19.9pp | 81.9%+13.2pp | 67.2%+27.9pp |
| Annual return | 15.86% | 30.90%-15.0pp | 68.23%-52.4pp | 160.62%-144.8pp |
| Employer contribution / active EE | $10,864 | $3,537+207.2% | $4,856+123.7% | $2,670+306.9% |
| Participant deferral / active EE | $14,109 | $6,404+120.3% | $7,758+81.9% | $4,125+242.0% |
| Admin fee / account holder | $17,078 | $6,975+144.8% | $10,762+58.7% | $5,651+202.2% |