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 | $701,025 | $101,724+589.1% | $164,813+325.3% | $80,856+767.0% |
| Participation rate | 88.1% | 71.8%+16.3pp | 78.6%+9.5pp | 67.6%+20.5pp |
| Annual return | 15.20% | 16.72%-1.5pp | 69.93%-54.7pp | 35.59%-20.4pp |
| Employer contribution / active EE | $19,203 | $2,953+550.2% | $4,341+342.4% | $2,755+597.1% |
| Participant deferral / active EE | $13,043 | $4,477+191.3% | $6,031+116.3% | $4,296+203.6% |
| Admin fee / account holder | $7,547 | $8,227-8.3% | $12,690-40.5% | $6,918+9.1% |