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 | $325,397 | $98,750+229.5% | $149,696+117.4% | $79,858+307.5% |
| Participation rate | 97.6% | 75.8%+21.9pp | 82.5%+15.2pp | 69.6%+28.0pp |
| Annual return | 22.13% | 27.43%-5.3pp | 276.60%-254.5pp | 31.71%-9.6pp |
| Employer contribution / active EE | $5,360 | $3,216+66.6% | $4,644+15.4% | $2,471+116.9% |
| Participant deferral / active EE | $17,359 | $5,680+205.6% | $6,842+153.7% | $3,740+364.1% |
| Admin fee / account holder | $15,414 | $6,053+154.7% | $9,309+65.6% | $5,306+190.5% |