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 | $611,926 | $61,272+898.7% | $149,673+308.8% | $71,457+756.4% |
| Participation rate | 96.3% | 62.5%+33.8pp | 78.8%+17.5pp | 67.9%+28.3pp |
| Annual return | 16.30% | 35.85%-19.5pp | 134.42%-118.1pp | 28.85%-12.5pp |
| Employer contribution / active EE | $18,744 | $2,378+688.1% | $4,818+289.1% | $2,588+624.4% |
| Participant deferral / active EE | $13,375 | $2,917+358.5% | $5,680+135.5% | $4,289+211.9% |
| Admin fee / account holder | $13,953 | $1,261+1006.2% | $13,210+5.6% | $1,587+779.0% |