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 4-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 | $284,844 | $56,054+408.2% | $171,082+66.5% | $62,891+352.9% |
| Participation rate | 91.7% | 62.9%+28.8pp | 76.7%+15.0pp | 69.3%+22.4pp |
| Annual return | 6.56% | 22.52%-16.0pp | 32.56%-26.0pp | 20.14%-13.6pp |
| Employer contribution / active EE | $16,466 | $1,731+851.2% | $4,002+311.5% | $2,281+621.9% |
| Participant deferral / active EE | $11,605 | $3,158+267.5% | $4,797+141.9% | $3,203+262.3% |
| Admin fee / account holder | $36,486 | $3,647+900.5% | $8,520+328.3% | $4,296+749.4% |