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 | $738,846 | $148,978+395.9% | $200,582+268.4% | $84,808+771.2% |
| Participation rate | 94.1% | 84.2%+9.9pp | 86.9%+7.2pp | 68.3%+25.8pp |
| Annual return | 15.70% | 28.16%-12.5pp | 42.33%-26.6pp | 40.90%-25.2pp |
| Employer contribution / active EE | $32,021 | $4,815+565.0% | $6,419+398.9% | $2,631+1117.1% |
| Participant deferral / active EE | $21,421 | $7,142+199.9% | $9,331+129.6% | $4,212+408.6% |
| Admin fee / account holder | $3,291 | $13,977-76.5% | $16,305-79.8% | $7,344-55.2% |