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 | $454,941 | $60,022+658.0% | $88,946+411.5% | $84,808+436.4% |
| Participation rate | 94.9% | 57.8%+37.1pp | 68.8%+26.1pp | 68.3%+26.6pp |
| Annual return | 17.21% | 22.43%-5.2pp | 57.82%-40.6pp | 40.90%-23.7pp |
| Employer contribution / active EE | $10,827 | $1,703+535.8% | $2,555+323.8% | $2,631+311.5% |
| Participant deferral / active EE | $20,462 | $3,114+557.1% | $4,581+346.6% | $4,212+385.8% |
| Admin fee / account holder | $9,820 | $4,811+104.1% | $8,261+18.9% | $7,344+33.7% |