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 | $647,324 | $81,248+696.7% | $155,509+316.3% | $80,856+700.6% |
| Participation rate | 98.6% | 66.2%+32.4pp | 78.2%+20.4pp | 67.6%+31.0pp |
| Annual return | 12.22% | 33.31%-21.1pp | 64.67%-52.4pp | 35.59%-23.4pp |
| Employer contribution / active EE | $40,437 | $3,100+1204.3% | $4,672+765.4% | $2,755+1367.9% |
| Participant deferral / active EE | $8,948 | $3,452+159.2% | $5,626+59.0% | $4,296+108.3% |
| Admin fee / account holder | $4,843 | $7,997-39.4% | $15,912-69.6% | $6,918-30.0% |