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 | $551,771 | $81,460+577.4% | $103,333+434.0% | $80,856+582.4% |
| Participation rate | 97.6% | 66.8%+30.8pp | 74.5%+23.1pp | 67.6%+30.0pp |
| Annual return | 14.83% | 25.55%-10.7pp | 24.88%-10.1pp | 35.59%-20.8pp |
| Employer contribution / active EE | $25,613 | $3,105+724.8% | $3,868+562.2% | $2,755+829.8% |
| Participant deferral / active EE | $8,988 | $3,869+132.3% | $5,057+77.7% | $4,296+109.2% |
| Admin fee / account holder | $16,523 | $6,566+151.6% | $8,355+97.8% | $6,918+138.8% |