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 | $741,023 | $80,717+818.0% | $154,803+378.7% | $84,808+773.8% |
| Participation rate | 92.3% | 66.8%+25.5pp | 78.1%+14.2pp | 68.3%+24.0pp |
| Annual return | 15.97% | 37.96%-22.0pp | 58.88%-42.9pp | 40.90%-24.9pp |
| Employer contribution / active EE | $33,428 | $2,761+1110.6% | $4,305+676.4% | $2,631+1170.5% |
| Participant deferral / active EE | $18,366 | $3,303+456.0% | $5,540+231.5% | $4,212+336.1% |
| Admin fee / account holder | $21,821 | $6,746+223.5% | $14,329+52.3% | $7,344+197.1% |