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 | $734,985 | $81,248+804.6% | $155,509+372.6% | $80,856+809.0% |
| Participation rate | 94.3% | 66.2%+28.1pp | 78.2%+16.1pp | 67.6%+26.6pp |
| Annual return | 15.54% | 33.31%-17.8pp | 64.67%-49.1pp | 35.59%-20.1pp |
| Employer contribution / active EE | $36,039 | $3,100+1062.4% | $4,672+671.3% | $2,755+1208.2% |
| Participant deferral / active EE | $14,769 | $3,452+327.9% | $5,626+162.5% | $4,296+243.8% |
| Admin fee / account holder | $9,165 | $7,997+14.6% | $15,912-42.4% | $6,918+32.5% |