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 | $747,787 | $98,750+657.3% | $149,696+399.5% | $79,858+836.4% |
| Participation rate | 92.6% | 75.8%+16.8pp | 82.5%+10.1pp | 69.6%+23.0pp |
| Annual return | 12.74% | 27.43%-14.7pp | 276.60%-263.9pp | 31.71%-19.0pp |
| Employer contribution / active EE | $19,505 | $3,216+506.4% | $4,644+320.0% | $2,471+689.4% |
| Participant deferral / active EE | $14,168 | $5,680+149.4% | $6,842+107.1% | $3,740+278.8% |
| Admin fee / account holder | $6,008 | $6,053-0.7% | $9,309-35.5% | $5,306+13.2% |