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 | $753,720 | $99,985+653.8% | $146,665+413.9% | $85,850+778.0% |
| Participation rate | 98.6% | 73.1%+25.5pp | 80.1%+18.5pp | 69.3%+29.3pp |
| Annual return | 28.27% | 18.93%+9.3pp | 22.74%+5.5pp | 318.53%-290.3pp |
| Employer contribution / active EE | $16,070 | $2,559+528.1% | $4,136+288.5% | $2,565+526.5% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $5,506-100.0% | $3,952-100.0% |
| Admin fee / account holder | $16,027 | $7,702+108.1% | $10,280+55.9% | $6,260+156.0% |