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 | $847,848 | $81,248+943.5% | $155,509+445.2% | $80,856+948.6% |
| Participation rate | 97.3% | 66.2%+31.1pp | 78.2%+19.1pp | 67.6%+29.7pp |
| Annual return | 13.83% | 33.31%-19.5pp | 64.67%-50.8pp | 35.59%-21.8pp |
| Employer contribution / active EE | $36,907 | $3,100+1090.4% | $4,672+689.9% | $2,755+1239.7% |
| Participant deferral / active EE | $21,722 | $3,452+529.4% | $5,626+286.1% | $4,296+405.7% |
| Admin fee / account holder | $20,455 | $7,997+155.8% | $15,912+28.6% | $6,918+195.7% |