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 | $656,808 | $81,248+708.4% | $155,509+322.4% | $80,856+712.3% |
| Participation rate | 97.4% | 66.2%+31.2pp | 78.2%+19.3pp | 67.6%+29.8pp |
| Annual return | 14.99% | 33.31%-18.3pp | 64.67%-49.7pp | 35.59%-20.6pp |
| Employer contribution / active EE | $23,041 | $3,100+643.2% | $4,672+393.1% | $2,755+736.4% |
| Participant deferral / active EE | $20,628 | $3,452+497.6% | $5,626+266.6% | $4,296+380.2% |
| Admin fee / account holder | $18,160 | $7,997+127.1% | $15,912+14.1% | $6,918+162.5% |