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 | $726,423 | $80,717+800.0% | $154,803+369.3% | $84,808+756.6% |
| Participation rate | 96.4% | 66.8%+29.6pp | 78.1%+18.4pp | 68.3%+28.1pp |
| Annual return | 16.20% | 37.96%-21.8pp | 58.88%-42.7pp | 40.90%-24.7pp |
| Employer contribution / active EE | $35,277 | $2,761+1177.5% | $4,305+719.4% | $2,631+1240.8% |
| Participant deferral / active EE | $20,834 | $3,303+530.7% | $5,540+276.0% | $4,212+394.7% |
| Admin fee / account holder | $40,610 | $6,746+502.0% | $14,329+183.4% | $7,344+453.0% |