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 | $456,330 | $81,248+461.6% | $155,509+193.4% | $80,856+464.4% |
| Participation rate | 98.2% | 66.2%+32.0pp | 78.2%+20.0pp | 67.6%+30.5pp |
| Annual return | 15.69% | 33.31%-17.6pp | 64.67%-49.0pp | 35.59%-19.9pp |
| Employer contribution / active EE | $36,014 | $3,100+1061.6% | $4,672+670.8% | $2,755+1207.3% |
| Participant deferral / active EE | $21,195 | $3,452+514.1% | $5,626+276.7% | $4,296+393.4% |
| Admin fee / account holder | $12,637 | $7,997+58.0% | $15,912-20.6% | $6,918+82.7% |