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 | $742,961 | $106,749+596.0% | $145,433+410.9% | $82,448+801.1% |
| Participation rate | 95.9% | 75.6%+20.2pp | 82.1%+13.8pp | 68.1%+27.8pp |
| Annual return | 16.09% | 27.59%-11.5pp | 66.58%-50.5pp | 41.64%-25.6pp |
| Employer contribution / active EE | $28,658 | $3,444+732.0% | $4,554+529.2% | $2,551+1023.4% |
| Participant deferral / active EE | $16,889 | $6,519+159.1% | $7,897+113.9% | $4,139+308.0% |
| Admin fee / account holder | $7,620 | $8,390-9.2% | $13,129-42.0% | $7,234+5.3% |