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 | $707,428 | $85,202+730.3% | $172,739+309.5% | $72,985+869.3% |
| Participation rate | 97.4% | 70.1%+27.4pp | 82.6%+14.8pp | 69.5%+27.9pp |
| Annual return | 19.66% | 27.32%-7.7pp | 802.84%-783.2pp | 81.00%-61.3pp |
| Employer contribution / active EE | $40,918 | $3,324+1130.9% | $5,143+695.6% | $2,440+1577.1% |
| Participant deferral / active EE | $3,372 | $3,260+3.4% | $5,198-35.1% | $3,607-6.5% |
| Admin fee / account holder | $2,122 | $5,884-63.9% | $13,954-84.8% | $5,124-58.6% |