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 | $559,115 | $53,777+939.7% | $134,143+316.8% | $79,858+600.1% |
| Participation rate | 100.0% | 58.8%+41.2pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | 14.07% | 19.01%-4.9pp | 36.33%-22.3pp | 31.71%-17.6pp |
| Employer contribution / active EE | $6,672 | $1,321+405.0% | $3,704+80.1% | $2,471+170.0% |
| Participant deferral / active EE | $9,021 | $2,420+272.7% | $3,499+157.8% | $3,740+141.2% |
| Admin fee / account holder | $22,664 | $3,984+468.9% | $6,684+239.1% | $5,306+327.1% |