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 | $402,302 | $109,881+266.1% | $150,045+168.1% | $84,808+374.4% |
| Participation rate | 89.7% | 76.1%+13.6pp | 82.3%+7.3pp | 68.3%+21.3pp |
| Annual return | 15.08% | 28.25%-13.2pp | 62.55%-47.5pp | 40.90%-25.8pp |
| Employer contribution / active EE | $5,963 | $3,561+67.4% | $4,693+27.1% | $2,631+126.6% |
| Participant deferral / active EE | $16,414 | $6,636+147.4% | $7,997+105.3% | $4,212+289.7% |
| Admin fee / account holder | $34,400 | $8,568+301.5% | $13,435+156.0% | $7,344+368.4% |