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 | $326,848 | $95,803+241.2% | $113,168+188.8% | $84,808+285.4% |
| Participation rate | 98.3% | 72.9%+25.4pp | 76.6%+21.7pp | 68.3%+30.0pp |
| Annual return | 16.11% | 25.00%-8.9pp | 24.27%-8.2pp | 40.90%-24.8pp |
| Employer contribution / active EE | $39,516 | $2,360+1574.5% | $2,975+1228.2% | $2,631+1402.0% |
| Participant deferral / active EE | $11,568 | $4,242+172.7% | $5,107+126.5% | $4,212+174.7% |
| Admin fee / account holder | $76,972 | $8,989+756.3% | $12,068+537.8% | $7,344+948.1% |