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 | $642,095 | $55,453+1057.9% | $170,442+276.7% | $62,292+930.8% |
| Participation rate | 97.3% | 66.4%+30.9pp | 83.6%+13.7pp | 69.5%+27.8pp |
| Annual return | 15.80% | 21.38%-5.6pp | 205.93%-190.1pp | 28.90%-13.1pp |
| Employer contribution / active EE | $27,115 | $2,164+1153.2% | $5,433+399.1% | $2,042+1227.7% |
| Participant deferral / active EE | $16,229 | $2,303+604.8% | $4,939+228.5% | $3,169+412.1% |
| Admin fee / account holder | $21,676 | $455+4663.4% | $13,880+56.2% | $479+4422.1% |