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 | $560,636 | $101,724+451.1% | $164,813+240.2% | $80,856+593.4% |
| Participation rate | 98.0% | 71.8%+26.2pp | 78.6%+19.4pp | 67.6%+30.4pp |
| Annual return | 13.73% | 16.72%-3.0pp | 69.93%-56.2pp | 35.59%-21.9pp |
| Employer contribution / active EE | $27,042 | $2,953+815.6% | $4,341+523.0% | $2,755+881.6% |
| Participant deferral / active EE | $13,012 | $4,477+190.6% | $6,031+115.7% | $4,296+202.9% |
| Admin fee / account holder | $11,492 | $8,227+39.7% | $12,690-9.4% | $6,918+66.1% |