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 | $656,654 | $85,202+670.7% | $172,739+280.1% | $72,985+799.7% |
| Participation rate | 95.7% | 70.1%+25.6pp | 82.6%+13.0pp | 69.5%+26.2pp |
| Annual return | 20.77% | 27.32%-6.5pp | 802.84%-782.1pp | 81.00%-60.2pp |
| Employer contribution / active EE | $36,916 | $3,324+1010.5% | $5,143+617.8% | $2,440+1413.0% |
| Participant deferral / active EE | $7,552 | $3,260+131.6% | $5,198+45.3% | $3,607+109.3% |
| Admin fee / account holder | $52,129 | $5,884+786.0% | $13,954+273.6% | $5,124+917.3% |