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 | $595,000 | $76,367+679.1% | $93,606+535.6% | $72,985+715.2% |
| Participation rate | 96.8% | 71.7%+25.0pp | 75.8%+20.9pp | 69.5%+27.3pp |
| Annual return | 27.27% | 25.82%+1.4pp | 32.76%-5.5pp | 81.00%-53.7pp |
| Employer contribution / active EE | $19,313 | $2,275+748.8% | $2,718+610.6% | $2,440+691.6% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,069-100.0% | $3,607-100.0% |
| Admin fee / account holder | $15,977 | $6,838+133.6% | $7,888+102.5% | $5,124+211.8% |