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 | $399,254 | $84,233+374.0% | $170,442+134.2% | $70,131+469.3% |
| Participation rate | 93.3% | 70.8%+22.5pp | 83.6%+9.7pp | 69.5%+23.8pp |
| Annual return | 15.06% | 23.06%-8.0pp | 205.93%-190.9pp | 73.14%-58.1pp |
| Employer contribution / active EE | $28,836 | $3,387+751.4% | $5,433+430.8% | $2,342+1131.0% |
| Participant deferral / active EE | $13,693 | $3,086+343.7% | $4,939+177.2% | $3,332+311.0% |
| Admin fee / account holder | $32,014 | $5,698+461.8% | $13,880+130.6% | $4,645+589.2% |