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 | $584,847 | $81,248+619.8% | $155,509+276.1% | $80,856+623.3% |
| Participation rate | 89.1% | 66.2%+22.9pp | 78.2%+10.9pp | 67.6%+21.5pp |
| Annual return | 22.73% | 33.31%-10.6pp | 64.67%-41.9pp | 35.59%-12.9pp |
| Employer contribution / active EE | $39,060 | $3,100+1159.9% | $4,672+736.0% | $2,755+1317.9% |
| Participant deferral / active EE | $17,124 | $3,452+396.1% | $5,626+204.4% | $4,296+298.6% |
| Admin fee / account holder | $102,596 | $7,997+1182.9% | $15,912+544.8% | $6,918+1383.0% |