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 | $420,494 | $76,552+449.3% | $123,892+239.4% | $62,891+568.6% |
| Participation rate | 93.9% | 73.0%+20.9pp | 81.4%+12.5pp | 69.3%+24.6pp |
| Annual return | 7.13% | 18.68%-11.5pp | 47.52%-40.4pp | 20.14%-13.0pp |
| Employer contribution / active EE | $14,865 | $2,883+415.7% | $4,617+222.0% | $2,281+551.7% |
| Participant deferral / active EE | $11,465 | $4,840+136.9% | $5,984+91.6% | $3,203+257.9% |
| Admin fee / account holder | $10,137 | $4,826+110.1% | $8,357+21.3% | $4,296+136.0% |