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 | $428,697 | $89,355+379.8% | $141,162+203.7% | $72,985+487.4% |
| Participation rate | 93.5% | 75.1%+18.4pp | 82.5%+11.1pp | 69.5%+24.1pp |
| Annual return | 23.27% | 111.85%-88.6pp | 71.39%-48.1pp | 81.00%-57.7pp |
| Employer contribution / active EE | $18,491 | $3,114+493.7% | $4,735+290.5% | $2,440+657.9% |
| Participant deferral / active EE | $12,228 | $5,418+125.7% | $6,709+82.3% | $3,607+239.0% |
| Admin fee / account holder | $21,061 | $5,958+253.5% | $10,261+105.2% | $5,124+311.0% |