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 | $701,524 | $85,202+723.4% | $172,739+306.1% | $72,985+861.2% |
| Participation rate | 97.6% | 70.1%+27.5pp | 82.6%+14.9pp | 69.5%+28.1pp |
| Annual return | 24.02% | 27.32%-3.3pp | 802.84%-778.8pp | 81.00%-57.0pp |
| Employer contribution / active EE | $29,037 | $3,324+773.5% | $5,143+464.6% | $2,440+1090.1% |
| Participant deferral / active EE | $16,929 | $3,260+419.3% | $5,198+225.7% | $3,607+369.3% |
| Admin fee / account holder | $25,167 | $5,884+327.7% | $13,954+80.4% | $5,124+391.1% |