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 | $521,274 | $92,985+460.6% | $153,485+239.6% | $80,856+544.7% |
| Participation rate | 96.8% | 69.0%+27.8pp | 77.1%+19.7pp | 67.6%+29.1pp |
| Annual return | 16.42% | 19.95%-3.5pp | 15.65%+0.8pp | 35.59%-19.2pp |
| Employer contribution / active EE | $8,454 | $3,507+141.0% | $5,039+67.8% | $2,755+206.9% |
| Participant deferral / active EE | $16,590 | $5,178+220.4% | $6,757+145.5% | $4,296+286.2% |
| Admin fee / account holder | $22,479 | $8,880+153.1% | $12,724+76.7% | $6,918+224.9% |