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 | $473,116 | $89,355+429.5% | $141,162+235.2% | $72,985+548.2% |
| Participation rate | 95.0% | 75.1%+19.9pp | 82.5%+12.5pp | 69.5%+25.5pp |
| Annual return | 21.34% | 111.85%-90.5pp | 71.39%-50.0pp | 81.00%-59.7pp |
| Employer contribution / active EE | $22,206 | $3,114+613.0% | $4,735+369.0% | $2,440+810.1% |
| Participant deferral / active EE | $13,111 | $5,418+142.0% | $6,709+95.4% | $3,607+263.5% |
| Admin fee / account holder | $10,826 | $5,958+81.7% | $10,261+5.5% | $5,124+111.3% |