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 | $839,626 | $109,359+667.8% | $162,163+417.8% | $72,985+1050.4% |
| Participation rate | 97.0% | 84.3%+12.8pp | 87.6%+9.5pp | 69.5%+27.5pp |
| Annual return | 25.50% | 25.46%0pp | 115.59%-90.1pp | 81.00%-55.5pp |
| Employer contribution / active EE | $17,850 | $3,907+356.8% | $5,614+218.0% | $2,440+631.6% |
| Participant deferral / active EE | $20,884 | $5,481+281.0% | $7,298+186.2% | $3,607+478.9% |
| Admin fee / account holder | $10,158 | $7,972+27.4% | $10,843-6.3% | $5,124+98.2% |