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 | $674,001 | $58,208+1057.9% | $81,812+723.8% | $80,856+733.6% |
| Participation rate | 96.4% | 63.4%+33.0pp | 72.3%+24.1pp | 67.6%+28.8pp |
| Annual return | 21.08% | 41.66%-20.6pp | 773.79%-752.7pp | 35.59%-14.5pp |
| Employer contribution / active EE | $5,901 | $2,340+152.2% | $2,912+102.6% | $2,755+114.2% |
| Participant deferral / active EE | $16,522 | $3,281+403.6% | $4,319+282.6% | $4,296+284.6% |
| Admin fee / account holder | $65,666 | $4,981+1218.3% | $7,386+789.1% | $6,918+849.2% |