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 | $786,125 | $76,552+926.9% | $123,892+534.5% | $62,891+1150.0% |
| Participation rate | 90.6% | 73.0%+17.6pp | 81.4%+9.2pp | 69.3%+21.3pp |
| Annual return | 8.35% | 18.68%-10.3pp | 47.52%-39.2pp | 20.14%-11.8pp |
| Employer contribution / active EE | $14,460 | $2,883+401.6% | $4,617+213.2% | $2,281+534.0% |
| Participant deferral / active EE | $12,892 | $4,840+166.4% | $5,984+115.4% | $3,203+302.5% |
| Admin fee / account holder | $56,150 | $4,826+1063.6% | $8,357+571.9% | $4,296+1207.2% |