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 | $529,562 | $81,248+551.8% | $155,509+240.5% | $80,856+554.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 19.38% | 33.31%-13.9pp | 64.67%-45.3pp | 35.59%-16.2pp |
| Employer contribution / active EE | $21,391 | $3,100+590.0% | $4,672+357.8% | $2,755+676.5% |
| Participant deferral / active EE | $24,670 | $3,452+614.8% | $5,626+338.5% | $4,296+474.3% |
| Admin fee / account holder | $2,837 | $7,997-64.5% | $15,912-82.2% | $6,918-59.0% |